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World Investment Advisors’s NextEra Energy NEE Stock Holding History

World Investment 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 		$9.39M Buy
101,048
+3,260
+3% +$290K 0.15% 155
2025
Q4 		$7.85M Buy
97,788
+1,841
+2% +$152K 0.13% 187
2025
Q3 		$7.24M Sell
95,947
-1,040
-1% -$76K 0.15% 160
2025
Q2 		$6.73M Buy
96,987
+3,299
+4% +$229K 0.15% 161
2025
Q1 		$6.64M Buy
93,688
+3,710
+4% +$262K 0.17% 144
2024
Q4 		$6.45M Buy
89,978
+10,195
+13% +$792K 0.18% 134
2024
Q3 		$6.74M Buy
79,783
+63,910
+403% +$4.99M 0.21% 115
2024
Q2 		$1.12M Buy
15,873
+8,159
+106% +$579K 0.07% 255
2024
Q1 		$602K Sell
7,714
-3,954
-34% -$232K 0.09% 194
2023
Q4 		$709K Buy
11,668
+7,614
+188% +$434K 0.09% 179
2023
Q3 		$232K Buy
+4,054
New +$281K 0.05% 232
2022
Q3 		– Sell
-2,837
Closed -$245K – 261
2022
Q2 		$245K Buy
2,837
+209
+8% +$15.9K 0.05% 220
2022
Q1 		$223K Sell
2,628
-56
-2% -$4.49K 0.05% 239
2021
Q4 		$203K Buy
+2,684
New +$232K 0.04% 255

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

World Investment Advisors's NEE Position: Q1 2026 in Review

World Investment Advisors increased its NextEra Energy (NEE) stake by 3.3% in Q1 2026, buying an estimated $290K and bringing the position to 101,048 shares worth $9.39M. The position accounts for 0.15% of the portfolio, ranked #155.

World Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • World Investment Advisors held 101,048 shares of NextEra Energy worth $9.39M as of Q1 2026.
  • World Investment Advisors bought 3,260 NextEra Energy shares in Q1 2026, an estimated $290K.
  • NextEra Energy made up 0.15% of World Investment Advisors's portfolio in Q1 2026, its #155 holding.
  • World Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.