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 Q2	$492K	Buy	5,610 +85	+2%	+$7.69K	0.22%	115
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Values First Advisors's NEE Position: Q2 2026 in Review

Values First Advisors increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $7.69K and bringing the position to 5,610 shares worth $492K. The position accounts for 0.22% of the portfolio, ranked #115.

Values First Advisors first reported a position in NEE in Q4 2021 and has held it in 5 quarters since. The position peaked at $513K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Values First Advisors held 5,610 shares of NextEra Energy worth $492K as of Q2 2026.
Values First Advisors bought 85 NextEra Energy shares in Q2 2026, an estimated $7.69K.
NextEra Energy made up 0.22% of Values First Advisors's portfolio in Q2 2026, its #115 holding.
Values First Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 5 quarters since.
Values First Advisors's NextEra Energy position peaked at $513K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.