Claris Financial’s NextEra Energy NEE Stock Holding History

Claris Financial’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	$632K	Sell	6,806 -75	-1%	-$6.67K	0.35%	73
2025 Q4	$552K	Sell	6,881 -284	-4%	-$23.5K	0.29%	82
2025 Q3	$541K	Sell	7,165 -2,368	-25%	-$173K	0.31%	80
2025 Q2	$662K	Sell	9,533 -1,773	-16%	-$123K	0.5%	55
2025 Q1	$811K	Hold	11,306	–	–	0.53%	46
2024 Q4	$811K	Buy	+11,306	New	+$878K	0.53%	46

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

Claris Financial's NEE Position: Q1 2026 in Review

Claris Financial reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $6.67K and leaving 6,806 shares worth $632K. The position accounts for 0.35% of the portfolio, ranked #73.

Claris Financial first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $811K in Q1 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Claris Financial held 6,806 shares of NextEra Energy worth $632K as of Q1 2026.
Claris Financial sold 75 NextEra Energy shares in Q1 2026, an estimated $6.67K.
NextEra Energy made up 0.35% of Claris Financial's portfolio in Q1 2026, its #73 holding.
Claris Financial first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Claris Financial's NextEra Energy position peaked at $811K in Q1 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.