Aspetuck Financial Management’s NextEra Energy NEE Stock Holding History

Aspetuck Financial Management’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	$470K	Buy	5,056 +300	+6%	+$26.7K	0.32%	56
2025 Q4	$382K	Hold	4,756	–	–	0.26%	61
2025 Q3	$359K	Buy	4,756 +50	+1%	+$3.65K	0.25%	62
2025 Q2	$327K	Sell	4,706 -112	-2%	-$7.78K	0.25%	63
2025 Q1	$342K	Hold	4,818	–	–	0.29%	57
2024 Q4	$345K	Buy	+4,818	New	+$374K	0.27%	56

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

Aspetuck Financial Management's NEE Position: Q1 2026 in Review

Aspetuck Financial Management increased its NextEra Energy (NEE) stake by 6.3% in Q1 2026, buying an estimated $26.7K and bringing the position to 5,056 shares worth $470K. The position accounts for 0.32% of the portfolio, ranked #56.

Aspetuck Financial Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aspetuck Financial Management held 5,056 shares of NextEra Energy worth $470K as of Q1 2026.
Aspetuck Financial Management bought 300 NextEra Energy shares in Q1 2026, an estimated $26.7K.
NextEra Energy made up 0.32% of Aspetuck Financial Management's portfolio in Q1 2026, its #56 holding.
Aspetuck Financial Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.