Stokes Family Office’s NextEra Energy NEE Stock Holding History

Stokes Family Office’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	-2,496	Closed	-$200K	–	306
2025 Q4	$200K	Buy	+2,496	New	+$207K	0.02%	296
2023 Q1	–	Sell	-2,945	Closed	-$246K	–	314
2022 Q4	$246K	Sell	2,945 -590	-17%	-$47.7K	0.03%	237
2022 Q3	$277K	Buy	3,535 +621	+21%	+$52.7K	0.04%	218
2022 Q2	$226K	Buy	2,914 +303	+12%	+$23.1K	0.03%	239
2022 Q1	$221K	Buy	2,611 +466	+22%	+$37.3K	0.03%	235
2021 Q4	$200K	Buy	+2,145	New	+$185K	0.02%	242

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

Stokes Family Office's NEE Position: Q1 2026 in Review

Stokes Family Office sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,496 shares — an estimated $200K sold.

Stokes Family Office first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $277K in Q3 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stokes Family Office reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 2,496 NextEra Energy shares in Q1 2026, an estimated $200K.
Stokes Family Office first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Stokes Family Office's NextEra Energy position peaked at $277K in Q3 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.