Carr Financial Group’s NextEra Energy NEE Stock Holding History

Carr Financial 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	$283K	Buy	3,044 +458	+18%	+$40.7K	0.07%	141
2025 Q4	$208K	Buy	+2,586	New	+$214K	0.06%	173
2024 Q4	–	Sell	-2,565	Closed	-$217K	–	196
2024 Q3	$217K	Buy	+2,565	New	+$200K	0.06%	185
2024 Q1	–	Sell	-3,307	Closed	-$201K	–	186
2023 Q4	$201K	Sell	3,307 -786	-19%	-$44.8K	0.07%	165
2023 Q3	$243K	Buy	4,093 +719	+21%	+$49.8K	0.1%	149
2023 Q2	$250K	Buy	3,374 +89	+3%	+$6.74K	0.1%	149
2023 Q1	$253K	Buy	3,285 +10	+0.3%	+$769	0.11%	144
2022 Q4	$274K	Buy	+3,275	New	+$265K	0.14%	135

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

Carr Financial Group's NEE Position: Q1 2026 in Review

Carr Financial Group increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $40.7K and bringing the position to 3,044 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #141.

Carr Financial Group first reported a position in NEE in Q4 2022 and has held it in 8 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Carr Financial Group held 3,044 shares of NextEra Energy worth $283K as of Q1 2026.
Carr Financial Group bought 458 NextEra Energy shares in Q1 2026, an estimated $40.7K.
NextEra Energy made up 0.07% of Carr Financial Group's portfolio in Q1 2026, its #141 holding.
Carr Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 8 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.