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 Q3	$423K	Sell	5,581 -29	-0.5%	-$2.45K	0.2%	120
2026 Q2	$492K	Buy	5,610 +85	+2%	+$7.69K	0.22%	115
2026 Q1	$513K	Buy	5,525 +1,050	+23%	+$93.4K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Values First Advisors's NEE Position: Q3 2026 in Review

Values First Advisors reduced its NextEra Energy (NEE) stake by 0.52% in Q3 2026, selling an estimated $2.45K and leaving 5,581 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #120.

Values First Advisors first reported a position in NEE in Q4 2021 and has held it in 6 quarters since. The position peaked at $513K in Q1 2026. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Values First Advisors held 5,581 shares of NextEra Energy worth $423K as of Q3 2026.
Values First Advisors sold 29 NextEra Energy shares in Q3 2026, an estimated $2.45K.
NextEra Energy made up 0.2% of Values First Advisors's portfolio in Q3 2026, its #120 holding.
Values First Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 6 quarters since.
Values First Advisors's NextEra Energy position peaked at $513K in Q1 2026.
1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.