Values First Advisors’s NextEra Energy NEE Stock Holding History

Values First 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	$513K	Buy	5,525 +1,050	+23%	+$93.3K	0.27%	99
2025 Q4	$359K	Buy	+4,475	New	+$371K	0.19%	123
2023 Q1	–	Hold	0	–	–	–	372
2022 Q2	–	Sell	-2,586	Closed	-$219K	–	165
2022 Q1	$219K	Buy	2,586 +78	+3%	+$6.25K	0.14%	144
2021 Q4	$234K	Buy	+2,508	New	+$217K	0.14%	147

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

Values First Advisors's NEE Position: Q1 2026 in Review

Values First Advisors increased its NextEra Energy (NEE) stake by 23% in Q1 2026, buying an estimated $93.3K and bringing the position to 5,525 shares worth $513K. The position accounts for 0.27% of the portfolio, ranked #99.

Values First Advisors first reported a position in NEE in Q4 2021 and has held it in 4 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Values First Advisors held 5,525 shares of NextEra Energy worth $513K as of Q1 2026.
Values First Advisors bought 1,050 NextEra Energy shares in Q1 2026, an estimated $93.3K.
NextEra Energy made up 0.27% of Values First Advisors's portfolio in Q1 2026, its #99 holding.
Values First Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 4 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.