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Transcend Capital Advisors’s NextEra Energy NEE Stock Holding History

Transcend Capital 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 		$2.54M Buy
27,299
+2,409
+10% +$214K 0.2% 102
2025
Q4 		$2M Sell
24,890
-2,884
-10% -$239K 0.15% 133
2025
Q3 		$2.1M Sell
27,774
-522
-2% -$38.1K 0.15% 144
2025
Q2 		$1.96M Sell
28,296
-14,199
-33% -$986K 0.15% 147
2025
Q1 		$3.01M Buy
42,495
+2,774
+7% +$196K 0.22% 112
2024
Q4 		$2.85M Sell
39,721
-3,234
-8% -$251K 0.21% 116
2024
Q3 		$3.63M Sell
42,955
-4,794
-10% -$374K 0.24% 103
2024
Q2 		$3.38M Buy
47,749
+5,911
+14% +$419K 0.25% 100
2024
Q1 		$2.67M Buy
41,838
+3,495
+9% +$205K 0.21% 108
2023
Q4 		$2.33M Buy
38,343
+2,291
+6% +$131K 0.21% 117
2023
Q3 		$2.07M Sell
36,052
-4,493
-11% -$311K 0.2% 121
2023
Q2 		$3.01M Sell
40,545
-301
-0.7% -$22.8K 0.29% 86
2023
Q1 		$3.15M Buy
40,846
+1,334
+3% +$103K 0.33% 69
2022
Q4 		$3.3M Sell
39,512
-1,302
-3% -$105K 0.36% 62
2022
Q3 		$3.2M Buy
40,814
+2,201
+6% +$187K 0.35% 65
2022
Q2 		$2.99M Buy
38,613
+63
+0.2% +$4.8K 0.31% 82
2022
Q1 		$3.27M Sell
38,550
-11,206
-23% -$898K 0.29% 88
2021
Q4 		$4.64M Sell
49,756
-1,382
-3% -$119K 0.41% 58
2021
Q3 		$4.37M Buy
+51,138
New +$4.12M 0.39% 62
2021
Q2 		– Sell
-35,068
Closed -$2.65M – 386
2021
Q1 		$2.65M Sell
35,068
-573
-2% -$44.7K 0.32% 82
2020
Q4 		$2.75M Buy
35,641
+4,549
+15% +$340K 0.36% 74
2020
Q3 		$2.16M Buy
+31,092
New +$2.15M 0.39% 65
2020
Q2 		– Sell
-34,800
Closed -$2.11M – 170
2020
Q1 		$2.11M Sell
34,800
-1,260
-3% -$79.2K 0.63% 46
2019
Q4 		$2.18M Buy
+36,060
New +$2.11M 0.59% 52

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

Transcend Capital Advisors's NEE Position: Q1 2026 in Review

Transcend Capital Advisors increased its NextEra Energy (NEE) stake by 9.7% in Q1 2026, buying an estimated $214K and bringing the position to 27,299 shares worth $2.54M. The position accounts for 0.2% of the portfolio, ranked #102.

Transcend Capital Advisors first reported a position in NEE in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.64M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Transcend Capital Advisors held 27,299 shares of NextEra Energy worth $2.54M as of Q1 2026.
  • Transcend Capital Advisors bought 2,409 NextEra Energy shares in Q1 2026, an estimated $214K.
  • NextEra Energy made up 0.2% of Transcend Capital Advisors's portfolio in Q1 2026, its #102 holding.
  • Transcend Capital Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 24 quarters since.
  • Transcend Capital Advisors's NextEra Energy position peaked at $4.64M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.