Fagan Associates’s NextEra Energy NEE Stock Holding History

Fagan Associates’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	$4.87M	Buy	52,460 +500	+1%	+$44.5K	0.68%	44
2025 Q4	$4.17M	Sell	51,960 -225	-0.4%	-$18.6K	0.56%	48
2025 Q3	$3.94M	Buy	52,185 +1,945	+4%	+$142K	0.54%	50
2025 Q2	$3.49M	Buy	50,240 +4,105	+9%	+$285K	0.54%	54
2025 Q1	$3.27M	Sell	46,135 -1,850	-4%	-$131K	0.55%	54
2024 Q4	$3.44M	Sell	47,985 -150	-0.3%	-$11.7K	0.55%	54
2024 Q3	$4.07M	Buy	48,135 +695	+1%	+$54.2K	0.68%	46
2024 Q2	$3.36M	Buy	47,440 +4,095	+9%	+$291K	0.59%	53
2024 Q1	$2.77M	Buy	+43,345	New	+$2.54M	0.52%	57

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

Fagan Associates's NEE Position: Q1 2026 in Review

Fagan Associates increased its NextEra Energy (NEE) stake by 0.96% in Q1 2026, buying an estimated $44.5K and bringing the position to 52,460 shares worth $4.87M. The position accounts for 0.68% of the portfolio, ranked #44.

Fagan Associates first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fagan Associates held 52,460 shares of NextEra Energy worth $4.87M as of Q1 2026.
Fagan Associates bought 500 NextEra Energy shares in Q1 2026, an estimated $44.5K.
NextEra Energy made up 0.68% of Fagan Associates's portfolio in Q1 2026, its #44 holding.
Fagan Associates first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fagan Associates's 13F filing for Q1 2026, filed 4 May 2026.