Stone House Investment Management’s NextEra Energy NEE Stock Holding History

Stone House Investment Management’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	$46.5K	Buy	501 +334	+200%	+$29.7K	0.01%	186
2025 Q4	$13.4K	Buy	167 +127	+318%	+$10.5K	﹤0.01%	293
2025 Q3	$3.02K	Buy	+40	New	+$2.92K	﹤0.01%	435
2025 Q2	–	Sell	-101	Closed	-$7.16K	–	556
2025 Q1	$7.16K	Buy	+101	New	+$7.13K	﹤0.01%	281
2024 Q4	–	Sell	-20	Closed	-$1.69K	–	249
2024 Q3	$1.69K	Sell	20 -73	-78%	-$5.7K	﹤0.01%	339
2024 Q2	$6.58K	Sell	93 -15	-14%	-$1.06K	﹤0.01%	258
2024 Q1	$6.9K	Buy	+108	New	+$6.33K	﹤0.01%	265
2023 Q3	–	Sell	-20	Closed	-$1.49K	–	371
2023 Q2	$1.49K	Hold	20	–	–	﹤0.01%	283
2023 Q1	$1.54K	Buy	+20	New	+$1.54K	﹤0.01%	259

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

Stone House Investment Management's NEE Position: Q1 2026 in Review

Stone House Investment Management increased its NextEra Energy (NEE) stake by 200% in Q1 2026, buying an estimated $29.7K and bringing the position to 501 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #186.

Stone House Investment Management first reported a position in NEE in Q1 2023 and has held it in 9 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stone House Investment Management held 501 shares of NextEra Energy worth $46.5K as of Q1 2026.
Stone House Investment Management bought 334 NextEra Energy shares in Q1 2026, an estimated $29.7K.
NextEra Energy made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #186 holding.
Stone House Investment Management first reported a position in NextEra Energy in Q1 2023 and has held it in 9 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.