Farrow Financial’s NextEra Energy NEE Stock Holding History

Farrow 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 Q2	$2.73M	Buy	31,091 +1,661	+6%	+$150K	1.46%	27
2026 Q1	$2.73M	Buy	29,430 +77	+0.3%	+$6.85K	1.55%	23
2025 Q4	$2.36M	Sell	29,353 -2,977	-9%	-$247K	1.35%	31
2025 Q3	$2.44M	Buy	32,330 +118	+0.4%	+$8.62K	1.42%	30
2025 Q2	$2.24M	Buy	32,212 +755	+2%	+$52.4K	1.36%	33
2025 Q1	$2.23M	Buy	31,457 +102	+0.3%	+$7.2K	1.5%	29
2024 Q4	$2.25M	Sell	31,355 -502	-2%	-$39K	1.46%	27
2024 Q3	$2.69M	Sell	31,857 -1,079	-3%	-$84.2K	1.7%	19
2024 Q2	$2.33M	Buy	32,936 +24	+0.1%	+$1.7K	1.59%	20
2024 Q1	$2.1M	Buy	32,912 +2,123	+7%	+$124K	1.47%	24
2023 Q4	$1.87M	Buy	+30,789	New	+$1.75M	1.41%	31

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Farrow Financial's NEE Position: Q2 2026 in Review

Farrow Financial increased its NextEra Energy (NEE) stake by 5.6% in Q2 2026, buying an estimated $150K and bringing the position to 31,091 shares worth $2.73M. The position accounts for 1.46% of the portfolio, ranked #27.

Farrow Financial first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Farrow Financial held 31,091 shares of NextEra Energy worth $2.73M as of Q2 2026.
Farrow Financial bought 1,661 NextEra Energy shares in Q2 2026, an estimated $150K.
NextEra Energy made up 1.46% of Farrow Financial's portfolio in Q2 2026, its #27 holding.
Farrow Financial first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Farrow Financial's NextEra Energy position peaked at $2.73M in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.