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Stratos Investment Management’s NextEra Energy NEE Stock Holding History

Stratos 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 		$2.41M Buy
25,988
+362
+1% +$32.2K 0.1% 125
2025
Q4 		$2.06M Sell
25,626
-620
-2% -$51.4K 0.08% 130
2025
Q3 		$1.98M Buy
26,246
+187
+0.7% +$13.7K 0.08% 135
2025
Q2 		$1.81M Sell
26,059
-46,381
-64% -$3.22M 0.08% 147
2025
Q1 		$5.14M Buy
72,440
+13,979
+24% +$987K 0.27% 77
2024
Q4 		$4.19M Sell
58,461
-2,102
-3% -$163K 0.25% 78
2024
Q3 		$5.12M Buy
60,563
+1,434
+2% +$112K 0.36% 67
2024
Q2 		$4.19M Sell
59,129
-11,581
-16% -$822K 0.35% 73
2024
Q1 		$4.52M Sell
70,710
-19,942
-22% -$1.17M 0.44% 64
2023
Q4 		$5.51M Buy
90,652
+1,438
+2% +$82K 0.65% 47
2023
Q3 		$5.11M Buy
89,214
+48,477
+119% +$3.36M 0.76% 41
2023
Q2 		$3.02M Buy
40,737
+1,917
+5% +$145K 0.46% 55
2023
Q1 		$2.99M Buy
38,820
+4,369
+13% +$336K 0.5% 56
2022
Q4 		$2.88M Buy
34,451
+7,605
+28% +$614K 0.51% 58
2022
Q3 		$2.1M Sell
26,846
-1,622
-6% -$138K 0.43% 62
2022
Q2 		$2.21M Buy
28,468
+527
+2% +$40.1K 0.42% 63
2022
Q1 		$2.37M Buy
27,941
+128
+0.5% +$10.3K 0.39% 65
2021
Q4 		$2.6M Sell
27,813
-376
-1% -$32.5K 0.41% 65
2021
Q3 		$2.21M Buy
28,189
+7,503
+36% +$605K 0.38% 68
2021
Q2 		$1.52M Buy
20,686
+1,844
+10% +$138K 0.42% 60
2021
Q1 		$1.43M Sell
18,842
-351
-2% -$27.4K 0.45% 61
2020
Q4 		$1.48M Buy
19,193
+2,281
+13% +$171K 0.47% 61
2020
Q3 		$1.17M Sell
16,912
-3,096
-15% -$214K 0.43% 60
2020
Q2 		$1.2M Buy
20,008
+2,784
+16% +$167K 0.51% 54
2020
Q1 		$1.04M Buy
17,224
+7,300
+74% +$459K 0.55% 52
2019
Q4 		$601K Buy
9,924
+5,360
+117% +$313K 0.28% 65
2019
Q3 		$266K Buy
+4,564
New +$247K 0.15% 70

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

Stratos Investment Management's NEE Position: Q1 2026 in Review

Stratos Investment Management increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $32.2K and bringing the position to 25,988 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #125.

Stratos Investment Management first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.51M in Q4 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stratos Investment Management held 25,988 shares of NextEra Energy worth $2.41M as of Q1 2026.
  • Stratos Investment Management bought 362 NextEra Energy shares in Q1 2026, an estimated $32.2K.
  • NextEra Energy made up 0.1% of Stratos Investment Management's portfolio in Q1 2026, its #125 holding.
  • Stratos Investment Management first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Stratos Investment Management's NextEra Energy position peaked at $5.51M in Q4 2023.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.