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Ethos Financial Group’s NextEra Energy NEE Stock Holding History

Ethos 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 		$4.22M Buy
52,149
+2,301
+5% +$205K 0.31% 80
2025
Q4 		$4M Sell
49,848
-668
-1% -$55.3K 0.3% 83
2025
Q3 		$3.81M Buy
50,516
+1,266
+3% +$92.5K 0.3% 80
2025
Q2 		$3.42M Sell
49,250
-5,021
-9% -$349K 0.29% 83
2025
Q1 		$3.85M Buy
54,271
+45,992
+556% +$3.25M 0.37% 65
2024
Q4 		$594K Sell
8,279
-332
-4% -$25.8K 0.08% 143
2024
Q3 		$728K Sell
8,611
-1,323
-13% -$103K 0.12% 98
2024
Q2 		$710K Sell
9,934
-762
-7% -$54.1K 0.13% 101
2024
Q1 		$684K Sell
10,696
-356
-3% -$20.9K 0.13% 108
2023
Q4 		$671K Buy
11,052
+378
+4% +$21.5K 0.14% 107
2023
Q3 		$612K Sell
10,674
-100
-0.9% -$6.92K 0.16% 82
2023
Q2 		$835K Hold
10,774
– – 0.28% 55
2023
Q1 		$835K Buy
10,774
+380
+4% +$29.2K 0.26% 61
2022
Q4 		$875K Buy
+10,394
New +$840K 0.3% 53

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ethos Financial Group increased its NextEra Energy (NEE) stake by 4.6% in Q1 2026, buying an estimated $205K and bringing the position to 52,149 shares worth $4.22M. The position accounts for 0.31% of the portfolio, ranked #80.

Ethos Financial Group first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ethos Financial Group held 52,149 shares of NextEra Energy worth $4.22M as of Q1 2026.
  • Ethos Financial Group bought 2,301 NextEra Energy shares in Q1 2026, an estimated $205K.
  • NextEra Energy made up 0.31% of Ethos Financial Group's portfolio in Q1 2026, its #80 holding.
  • Ethos Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.