Tilia Fiduciary Partners’s NextEra Energy NEE Stock Holding History

Tilia Fiduciary Partners’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	$3.24M	Buy	34,918 +1,569	+5%	+$139K	1.78%	16
2025 Q4	$2.68M	Buy	33,349 +1,530	+5%	+$127K	1.48%	19
2025 Q3	$2.4M	Buy	31,819 +938	+3%	+$68.5K	1.39%	25
2025 Q2	$2.14M	Buy	30,881 +2,113	+7%	+$147K	1.31%	33
2025 Q1	$2.04M	Buy	+28,768	New	+$2.03M	1.36%	30
2023 Q3	–	Sell	-1,354	Closed	-$100K	–	335
2023 Q2	$100K	Sell	1,354 -44	-3%	-$3.33K	0.09%	133
2023 Q1	$108K	Sell	1,398 -534	-28%	-$41.1K	0.1%	130
2022 Q4	$162K	Buy	1,932 +9	+0.5%	+$727	0.16%	108
2022 Q3	$146K	Buy	1,923 +8	+0.4%	+$679	0.15%	107
2022 Q2	$153K	Buy	1,915 +10	+0.5%	+$761	0.15%	109
2022 Q1	$161K	Buy	1,905 +9	+0.5%	+$721	0.14%	118
2021 Q4	$177K	Buy	+1,896	New	+$164K	0.14%	108

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

Tilia Fiduciary Partners's NEE Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its NextEra Energy (NEE) stake by 4.7% in Q1 2026, buying an estimated $139K and bringing the position to 34,918 shares worth $3.24M. The position accounts for 1.78% of the portfolio, ranked #16.

Tilia Fiduciary Partners first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tilia Fiduciary Partners held 34,918 shares of NextEra Energy worth $3.24M as of Q1 2026.
Tilia Fiduciary Partners bought 1,569 NextEra Energy shares in Q1 2026, an estimated $139K.
NextEra Energy made up 1.78% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #16 holding.
Tilia Fiduciary Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.