Tobias Financial Advisors’s NextEra Energy NEE Stock Holding History

Tobias Financial 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	$448K	Buy	4,828 +3	+0.1%	+$267	0.06%	92
2025 Q4	$387K	Buy	4,825 +1,325	+38%	+$110K	0.05%	96
2025 Q3	$264K	Buy	3,500 +180	+5%	+$13.2K	0.04%	108
2025 Q2	$230K	Sell	3,320 -169	-5%	-$11.7K	0.04%	111
2025 Q1	$247K	Sell	3,489 -8	-0.2%	-$565	0.05%	96
2024 Q4	$251K	Buy	+3,497	New	+$272K	0.05%	95
2023 Q3	–	Sell	-3,160	Closed	-$234K	–	95
2023 Q2	$234K	Buy	3,160 +3	+0.1%	+$227	0.06%	84
2023 Q1	$243K	Sell	3,157 -1,335	-30%	-$103K	0.07%	74
2022 Q4	$376K	Buy	4,492 +2	+0%	+$162	0.12%	66
2022 Q3	$352K	Buy	4,490 +2	+0%	+$170	0.12%	66
2022 Q2	$348K	Sell	4,488 -7	-0.2%	-$533	0.12%	64
2022 Q1	$381K	Buy	+4,495	New	+$360K	0.13%	56
2021 Q4	–	Sell	-4,481	Closed	-$352K	–	100
2021 Q3	$352K	Buy	4,481 +1	+0%	+$81	0.13%	54
2021 Q2	$328K	Buy	4,480 +19	+0.4%	+$1.43K	0.13%	56
2021 Q1	$337K	Buy	4,461 +2	+0%	+$156	0.14%	54
2020 Q4	$344K	Sell	4,459 -697	-14%	-$52.1K	0.16%	51
2020 Q3	$358K	Sell	5,156 -32	-0.6%	-$2.21K	0.2%	52
2020 Q2	$311K	Buy	5,188 +96	+2%	+$5.75K	0.18%	50
2020 Q1	$306K	Buy	5,092 +4	+0.1%	+$251	0.22%	41
2019 Q4	$308K	Buy	+5,088	New	+$297K	0.2%	42

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

Tobias Financial Advisors's NEE Position: Q1 2026 in Review

Tobias Financial Advisors increased its NextEra Energy (NEE) stake by 0.06% in Q1 2026, buying an estimated $267 and bringing the position to 4,828 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #92.

Tobias Financial Advisors first reported a position in NEE in Q4 2019 and has held it in 20 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tobias Financial Advisors held 4,828 shares of NextEra Energy worth $448K as of Q1 2026.
Tobias Financial Advisors bought 3 NextEra Energy shares in Q1 2026, an estimated $267.
NextEra Energy made up 0.06% of Tobias Financial Advisors's portfolio in Q1 2026, its #92 holding.
Tobias Financial Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 20 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.