Tounjian Advisory Partners’s NextEra Energy NEE Stock Holding History

Tounjian Advisory 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	$836K	Buy	9,002 +920	+11%	+$81.8K	0.3%	110
2025 Q4	$649K	Sell	8,082 -84	-1%	-$6.96K	0.22%	122
2025 Q3	$617K	Sell	8,166 -6,514	-44%	-$476K	0.21%	121
2025 Q2	$1.04M	Sell	14,680 -108	-0.7%	-$7.5K	0.2%	132
2025 Q1	$1.05M	Buy	+14,788	New	+$1.04M	0.2%	132

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

Tounjian Advisory Partners's NEE Position: Q1 2026 in Review

Tounjian Advisory Partners increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $81.8K and bringing the position to 9,002 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #110.

Tounjian Advisory Partners first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tounjian Advisory Partners held 9,002 shares of NextEra Energy worth $836K as of Q1 2026.
Tounjian Advisory Partners bought 920 NextEra Energy shares in Q1 2026, an estimated $81.8K.
NextEra Energy made up 0.3% of Tounjian Advisory Partners's portfolio in Q1 2026, its #110 holding.
Tounjian Advisory Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
Tounjian Advisory Partners's NextEra Energy position peaked at $1.05M in Q1 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.