AmeriFlex Group’s NextEra Energy NEE Stock Holding History

AmeriFlex Group’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	$304K	Buy	3,271 +310	+10%	+$27.6K	0.15%	134
2025 Q4	$238K	Sell	2,961 -505	-15%	-$41.8K	0.12%	150
2025 Q3	$262K	Buy	3,466 +2,304	+198%	+$168K	0.1%	174
2025 Q2	$82.5K	Sell	1,162 -1,880	-62%	-$131K	0.04%	291
2025 Q1	$216K	Buy	3,042 +1,277	+72%	+$90.1K	0.09%	218
2024 Q4	$126K	Buy	+1,765	New	+$137K	0.06%	266

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

AmeriFlex Group's NEE Position: Q1 2026 in Review

AmeriFlex Group increased its NextEra Energy (NEE) stake by 10% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,271 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #134.

AmeriFlex Group first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

AmeriFlex Group held 3,271 shares of NextEra Energy worth $304K as of Q1 2026.
AmeriFlex Group bought 310 NextEra Energy shares in Q1 2026, an estimated $27.6K.
NextEra Energy made up 0.15% of AmeriFlex Group's portfolio in Q1 2026, its #134 holding.
AmeriFlex Group first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.