Stewardship Advisors’s NextEra Energy NEE Stock Holding History

Stewardship Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,676	Closed	-$295K	–	172
2025 Q4	$295K	Buy	3,676 +103	+3%	+$8.53K	0.07%	117
2025 Q3	$270K	Sell	3,573 -31	-0.9%	-$2.27K	0.06%	124
2025 Q2	$250K	Sell	3,604 -79	-2%	-$5.49K	0.06%	125
2025 Q1	$261K	Buy	3,683 +66	+2%	+$4.66K	0.07%	117
2024 Q4	$259K	Buy	3,617 +440	+14%	+$34.2K	0.07%	124
2024 Q3	$269K	Buy	+3,177	New	+$248K	0.08%	113

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stewardship Advisors's NEE Position: Q1 2026 in Review

Stewardship Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,676 shares — an estimated $295K sold.

Stewardship Advisors first reported a position in NEE in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stewardship Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Stewardship Advisors sold 3,676 NextEra Energy shares in Q1 2026, an estimated $295K.
Stewardship Advisors first reported a position in NextEra Energy in Q3 2024 and held it in 6 quarters.
Stewardship Advisors's NextEra Energy position peaked at $295K in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stewardship Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.