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Strategic Investment Advisors’s NextEra Energy NEE Stock Holding History

Strategic Investment 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 		$968K Buy
10,419
+1,415
+16% +$126K 0.07% 152
2025
Q4 		$723K Sell
9,004
-814
-8% -$67.4K 0.06% 128
2025
Q3 		$741K Sell
9,818
-304
-3% -$22.2K 0.07% 122
2025
Q2 		$703K Buy
10,122
+378
+4% +$26.3K 0.07% 126
2025
Q1 		$691K Sell
9,744
-6,695
-41% -$473K 0.07% 132
2024
Q4 		$1.18M Sell
16,439
-7,789
-32% -$605K 0.13% 94
2024
Q3 		$2.05M Sell
24,228
-219
-0.9% -$17.1K 0.22% 63
2024
Q2 		$1.73M Buy
24,447
+141
+0.6% +$10K 0.21% 70
2024
Q1 		$1.55M Buy
24,306
+51
+0.2% +$2.99K 0.2% 71
2023
Q4 		$1.47M Buy
24,255
+109
+0.5% +$6.21K 0.21% 68
2023
Q3 		$1.38M Sell
24,146
-45
-0.2% -$3.12K 0.23% 65
2023
Q2 		$1.79M Sell
24,191
-81
-0.3% -$6.13K 0.25% 43
2023
Q1 		$1.87M Sell
24,272
-155
-0.6% -$11.9K 0.34% 47
2022
Q4 		$2.04M Sell
24,427
-470
-2% -$38K 0.42% 43
2022
Q3 		$1.95M Sell
24,897
-1,074
-4% -$91.1K 0.44% 39
2022
Q2 		$2.01M Buy
25,971
+1,068
+4% +$81.3K 0.4% 39
2022
Q1 		$2.11M Sell
24,903
-293
-1% -$23.5K 0.4% 42
2021
Q4 		$2.35M Buy
25,196
+448
+2% +$38.7K 0.45% 43
2021
Q3 		$1.94M Buy
24,748
+619
+3% +$49.9K 0.43% 46
2021
Q2 		$1.77M Buy
24,129
+3,501
+17% +$263K 0.4% 48
2021
Q1 		$1.56M Sell
20,628
-296
-1% -$23.1K 0.4% 55
2020
Q4 		$1.61M Sell
20,924
-292
-1% -$21.8K 0.47% 49
2020
Q3 		$1.47M Buy
21,216
+720
+4% +$49.7K 0.5% 50
2020
Q2 		$1.23M Sell
20,496
-264
-1% -$15.8K 0.46% 51
2020
Q1 		$1.25M Sell
20,760
-716
-3% -$45K 0.57% 47
2019
Q4 		$1.3M Buy
21,476
+3,532
+20% +$206K 0.54% 46
2019
Q3 		$1.04M Buy
17,944
+240
+1% +$13K 0.5% 44
2019
Q2 		$902K Buy
17,704
+356
+2% +$17.5K 0.49% 47
2019
Q1 		$838K Sell
17,348
-960
-5% -$43.9K 0.57% 43
2018
Q4 		$795K Buy
+18,308
New +$801K 0.71% 35

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 Investment Advisors's NEE Position: Q1 2026 in Review

Strategic Investment Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $126K and bringing the position to 10,419 shares worth $968K. The position accounts for 0.07% of the portfolio, ranked #152.

Strategic Investment Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.35M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Strategic Investment Advisors held 10,419 shares of NextEra Energy worth $968K as of Q1 2026.
  • Strategic Investment Advisors bought 1,415 NextEra Energy shares in Q1 2026, an estimated $126K.
  • NextEra Energy made up 0.07% of Strategic Investment Advisors's portfolio in Q1 2026, its #152 holding.
  • Strategic Investment Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's NextEra Energy position peaked at $2.35M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.