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Strategic Advocates’s NextEra Energy NEE Stock Holding History

Strategic Advocates’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
-167
Closed -$13.4K – 486
2025
Q4 		$13.4K Buy
167
+1
+0.6% +$83 ﹤0.01% 341
2025
Q3 		$12.5K Buy
+166
New +$12.1K ﹤0.01% 336

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Advocates's NEE Position: Q1 2026 in Review

Strategic Advocates sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 167 shares — an estimated $13.4K sold.

Strategic Advocates first reported a position in NEE in Q3 2025 and held it in 2 quarters. The position peaked at $13.4K in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Strategic Advocates reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 167 NextEra Energy shares in Q1 2026, an estimated $13.4K.
  • Strategic Advocates first reported a position in NextEra Energy in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's NextEra Energy position peaked at $13.4K in Q4 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.