FAS Wealth Partners’s NextEra Energy NEE Stock Holding History

FAS Wealth Partners’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	$5.1M	Buy	54,903 +2,329	+4%	+$207K	0.32%	68
2025 Q4	$4.22M	Buy	52,574 +2,731	+5%	+$226K	0.27%	77
2025 Q3	$3.76M	Buy	49,843 +2,477	+5%	+$181K	0.25%	82
2025 Q2	$3.29M	Buy	47,366 +36	+0.1%	+$2.5K	0.24%	88
2025 Q1	$3.36M	Buy	47,330 +4,221	+10%	+$298K	0.27%	79
2024 Q4	$3.09M	Buy	43,109 +1,452	+3%	+$113K	0.26%	86
2024 Q3	$3.52M	Buy	41,657 +2,444	+6%	+$191K	0.28%	77
2024 Q2	$2.78M	Buy	39,213 +1,560	+4%	+$111K	0.24%	91
2024 Q1	$2.41M	Buy	37,653 +1,491	+4%	+$87.3K	0.21%	100
2023 Q4	$2.2M	Buy	36,162 +11,251	+45%	+$641K	0.21%	101
2023 Q3	$1.43M	Buy	24,911 +841	+3%	+$58.2K	0.15%	118
2023 Q2	$1.79M	Buy	24,070 +2,579	+12%	+$195K	0.23%	93
2023 Q1	$1.66M	Buy	21,491 +1,941	+10%	+$149K	0.18%	105
2022 Q4	$1.63M	Buy	19,550 +3,082	+19%	+$249K	0.19%	109
2022 Q3	$1.29M	Buy	16,468 +3,008	+22%	+$255K	0.14%	109
2022 Q2	$1.04M	Buy	13,460 +1,774	+15%	+$135K	0.11%	121
2022 Q1	$990K	Buy	11,686 +3,105	+36%	+$249K	0.09%	133
2021 Q4	$801K	Buy	8,581 +3,265	+61%	+$282K	0.07%	147
2021 Q3	$417K	Buy	5,316 +1,276	+32%	+$103K	0.04%	200
2021 Q2	$296K	Buy	+4,040	New	+$303K	0.03%	231

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

FAS Wealth Partners's NEE Position: Q1 2026 in Review

FAS Wealth Partners increased its NextEra Energy (NEE) stake by 4.4% in Q1 2026, buying an estimated $207K and bringing the position to 54,903 shares worth $5.1M. The position accounts for 0.32% of the portfolio, ranked #68.

FAS Wealth Partners first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

FAS Wealth Partners held 54,903 shares of NextEra Energy worth $5.1M as of Q1 2026.
FAS Wealth Partners bought 2,329 NextEra Energy shares in Q1 2026, an estimated $207K.
NextEra Energy made up 0.32% of FAS Wealth Partners's portfolio in Q1 2026, its #68 holding.
FAS Wealth Partners first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.