Brown Financial Advisors’s NextEra Energy NEE Stock Holding History

Brown Financial 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	$1.07M	Sell	11,497 -2,089	-15%	-$186K	0.4%	74
2025 Q4	$1.09M	Sell	13,586 -6,680	-33%	-$553K	0.4%	84
2025 Q3	$1.53M	Buy	20,266 +10	+0%	+$731	0.57%	63
2025 Q2	$1.41M	Buy	20,256 +440	+2%	+$30.6K	0.55%	66
2025 Q1	$1.4M	Buy	19,816 +2,258	+13%	+$159K	0.58%	65
2024 Q4	$1.26M	Buy	17,558 +1,554	+10%	+$121K	0.51%	62
2024 Q3	$1.35M	Sell	16,004 -5,028	-24%	-$392K	0.56%	58
2024 Q2	$1.49M	Buy	+21,032	New	+$1.49M	0.67%	49

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

Brown Financial Advisors's NEE Position: Q1 2026 in Review

Brown Financial Advisors reduced its NextEra Energy (NEE) stake by 15% in Q1 2026, selling an estimated $186K and leaving 11,497 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #74.

Brown Financial Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brown Financial Advisors held 11,497 shares of NextEra Energy worth $1.07M as of Q1 2026.
Brown Financial Advisors sold 2,089 NextEra Energy shares in Q1 2026, an estimated $186K.
NextEra Energy made up 0.4% of Brown Financial Advisors's portfolio in Q1 2026, its #74 holding.
Brown Financial Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's NextEra Energy position peaked at $1.53M in Q3 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.