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Tred Avon Family Wealth’s NextEra Energy NEE Stock Holding History

Tred Avon Family Wealth’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 		$2.9M Hold
31,229
– – 0.96% 19
2025
Q4 		$2.51M Sell
31,229
-8,074
-21% -$669K 0.82% 23
2025
Q3 		$2.97M Buy
+39,303
New +$2.87M 1.02% 20

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

Tred Avon Family Wealth's NEE Position: Q1 2026 in Review

Tred Avon Family Wealth held its NextEra Energy (NEE) position steady in Q1 2026 at 31,229 shares worth $2.9M. The position accounts for 0.96% of the portfolio, ranked #19.

Tred Avon Family Wealth first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tred Avon Family Wealth held 31,229 shares of NextEra Energy worth $2.9M as of Q1 2026.
  • Tred Avon Family Wealth left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.96% of Tred Avon Family Wealth's portfolio in Q1 2026, its #19 holding.
  • Tred Avon Family Wealth first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's NextEra Energy position peaked at $2.97M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.