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Tucker Asset Management’s NextEra Energy NEE Stock Holding History

Tucker Asset Management’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 		– Sell
-407
Closed -$32.7K – 798
2025
Q4 		$32.7K Buy
+407
New +$33.7K 0.01% 372
2025
Q1 		– Sell
-409
Closed -$29.3K – 701
2024
Q4 		$29.3K Buy
409
+60
+17% +$4.66K ﹤0.01% 468
2024
Q3 		$29.5K Hold
349
– – 0.01% 434
2024
Q2 		$24.7K Buy
349
+5
+1% +$355 0.01% 567
2024
Q1 		$22K Buy
344
+100
+41% +$5.86K 0.01% 639
2023
Q4 		$14.8K Sell
244
-27
-10% -$1.54K ﹤0.01% 612
2023
Q3 		$15.5K Sell
271
-1
-0.4% -$69 ﹤0.01% 554
2023
Q2 		$20.2K Sell
272
-38
-12% -$2.88K 0.01% 402
2023
Q1 		$23.9K Sell
310
-460
-60% -$35.4K 0.01% 379
2022
Q4 		$64.7K Buy
770
+556
+260% +$44.9K 0.02% 126
2022
Q3 		$16.6K Hold
214
– – 0.01% 267
2022
Q2 		$16.6K Buy
+214
New +$16.3K 0.01% 188
2021
Q1 		– Sell
-224
Closed -$17.3K – 370
2020
Q4 		$17.3K Buy
+224
New +$16.8K 0.01% 154

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 $3.38T AUM 44.17% 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

Tucker Asset Management's NEE Position: Q1 2026 in Review

Tucker Asset Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 407 shares — an estimated $32.7K sold.

Tucker Asset Management first reported a position in NEE in Q4 2020 and held it in 13 quarters. The position peaked at $64.7K in Q4 2022. 3,055 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tucker Asset Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 407 NextEra Energy shares in Q1 2026, an estimated $32.7K.
  • Tucker Asset Management first reported a position in NextEra Energy in Q4 2020 and held it in 13 quarters.
  • Tucker Asset Management's NextEra Energy position peaked at $64.7K in Q4 2022.
  • 3,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.