Stonebrook Private’s NextEra Energy NEE Stock Holding History

Stonebrook Private’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	$815K	Sell	8,777 -236	-3%	-$21K	0.17%	89
2025 Q4	$724K	Sell	9,013 -10,847	-55%	-$898K	0.15%	94
2025 Q3	$1.5M	Buy	19,860 +697	+4%	+$50.9K	0.32%	71
2025 Q2	$1.33M	Buy	19,163 +457	+2%	+$31.7K	0.31%	74
2025 Q1	$1.33M	Buy	18,706 +842	+5%	+$59.4K	0.34%	74
2024 Q4	$1.28M	Buy	17,864 +1,576	+10%	+$122K	0.34%	70
2024 Q3	$1.38M	Buy	16,288 +6,787	+71%	+$530K	0.36%	69
2024 Q2	$673K	Buy	+9,501	New	+$674K	0.19%	100
2024 Q1	–	Sell	-3,537	Closed	-$215K	–	218
2023 Q4	$215K	Buy	+3,537	New	+$202K	0.07%	188

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

Stonebrook Private's NEE Position: Q1 2026 in Review

Stonebrook Private reduced its NextEra Energy (NEE) stake by 2.6% in Q1 2026, selling an estimated $21K and leaving 8,777 shares worth $815K. The position accounts for 0.17% of the portfolio, ranked #89.

Stonebrook Private first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.5M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stonebrook Private held 8,777 shares of NextEra Energy worth $815K as of Q1 2026.
Stonebrook Private sold 236 NextEra Energy shares in Q1 2026, an estimated $21K.
NextEra Energy made up 0.17% of Stonebrook Private's portfolio in Q1 2026, its #89 holding.
Stonebrook Private first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
Stonebrook Private's NextEra Energy position peaked at $1.5M in Q3 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.