Facet Wealth Inc’s NextEra Energy NEE Stock Holding History

Facet Wealth Inc’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	$917K	Buy	9,877 +1,498	+18%	+$133K	0.02%	109
2025 Q4	$734K	Buy	8,379 +1,695	+25%	+$140K	0.01%	120
2025 Q3	$505K	Buy	6,684 +246	+4%	+$18K	0.01%	116
2025 Q2	$457K	Buy	6,438 +1,067	+20%	+$74.1K	0.01%	101
2025 Q1	$355K	Sell	5,371 -93	-2%	-$6.56K	0.01%	101
2024 Q4	$373K	Buy	5,464 +3	+0.1%	+$233	0.01%	100
2024 Q3	$422K	Sell	5,461 -73	-1%	-$5.7K	0.01%	97
2024 Q2	$411K	Buy	5,534 +366	+7%	+$26K	0.01%	93
2024 Q1	$368K	Buy	5,168 +371	+8%	+$21.7K	0.01%	84
2023 Q4	$270K	Buy	+4,797	New	+$273K	0.01%	95

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

Facet Wealth Inc's NEE Position: Q1 2026 in Review

Facet Wealth Inc increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $133K and bringing the position to 9,877 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #109.

Facet Wealth Inc first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Facet Wealth Inc held 9,877 shares of NextEra Energy worth $917K as of Q1 2026.
Facet Wealth Inc bought 1,498 NextEra Energy shares in Q1 2026, an estimated $133K.
NextEra Energy made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #109 holding.
Facet Wealth Inc first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.