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TSG Advice Partners’s NextEra Energy NEE Stock Holding History

TSG Advice 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 		$232K Buy
+2,496
New +$222K 0.03% 125

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TSG Advice Partners's NEE Position: Q1 2026 in Review

TSG Advice Partners opened a new position in NextEra Energy (NEE) in Q1 2026: 2,496 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings.

3,043 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • TSG Advice Partners held 2,496 shares of NextEra Energy worth $232K as of Q1 2026.
  • NextEra Energy was a new TSG Advice Partners position in Q1 2026.
  • NextEra Energy made up 0.03% of TSG Advice Partners's portfolio in Q1 2026, its #125 holding.
  • 3,043 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.