Fairfield Financial Advisors’s NextEra Energy NEE Stock Holding History

Fairfield Financial Advisors’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	$572K	Sell	6,160 -765	-11%	-$68K	0.2%	52
2025 Q4	$556K	Sell	6,925 -1,933	-22%	-$160K	0.18%	52
2025 Q3	$669K	Sell	8,858 -4,083	-32%	-$298K	0.23%	49
2025 Q2	$898K	Buy	12,941 +212	+2%	+$14.7K	0.31%	45
2025 Q1	$902K	Buy	12,729 +611	+5%	+$43.1K	0.34%	44
2024 Q4	$869K	Sell	12,118 -1,513	-11%	-$118K	0.31%	41
2024 Q3	$1.15M	Sell	13,631 -7,083	-34%	-$553K	0.39%	40
2024 Q2	$1.47M	Buy	+20,714	New	+$1.47M	0.43%	35
2023 Q4	$2.19M	Sell	36,136 -12,589	-26%	-$717K	0.84%	25
2023 Q3	$2.79M	Sell	48,725 -3,951	-8%	-$274K	1.17%	23
2023 Q2	$3.91M	Sell	52,676 -313	-0.6%	-$23.7K	1.56%	19
2023 Q1	$4.06M	Sell	52,989 -1,705	-3%	-$131K	1.76%	16
2022 Q4	$4.57M	Sell	54,694 -2,878	-5%	-$232K	2.1%	16
2022 Q3	$4.51M	Sell	57,572 -1,088	-2%	-$92.3K	2.14%	16
2022 Q2	$4.54M	Sell	58,660 -6,357	-10%	-$484K	2.1%	16
2022 Q1	$5.51M	Buy	+65,017	New	+$5.21M	1.99%	16

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

Fairfield Financial Advisors's NEE Position: Q1 2026 in Review

Fairfield Financial Advisors reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $68K and leaving 6,160 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #52.

Fairfield Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.51M in Q1 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fairfield Financial Advisors held 6,160 shares of NextEra Energy worth $572K as of Q1 2026.
Fairfield Financial Advisors sold 765 NextEra Energy shares in Q1 2026, an estimated $68K.
NextEra Energy made up 0.2% of Fairfield Financial Advisors's portfolio in Q1 2026, its #52 holding.
Fairfield Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 16 quarters since.
Fairfield Financial Advisors's NextEra Energy position peaked at $5.51M in Q1 2022.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fairfield Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.