Fi3 Financial Advisors’s NextEra Energy NEE Stock Holding History

Fi3 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 Q2	$336K	Sell	3,599 -1,198	-25%	-$108K	0.08%	136
2026 Q1	$446K	Buy	4,797 +447	+10%	+$39.7K	0.13%	86
2025 Q4	$349K	Buy	4,350 +395	+10%	+$32.7K	0.11%	112
2025 Q3	$299K	Sell	3,955 -216	-5%	-$15.8K	0.1%	96
2025 Q2	$290K	Buy	4,171 +513	+14%	+$35.6K	0.1%	98
2025 Q1	$259K	Sell	3,658 -337	-8%	-$23.8K	0.11%	95
2024 Q4	$286K	Sell	3,995 -30	-0.7%	-$2.33K	0.11%	80
2024 Q3	$340K	Buy	4,025 +85	+2%	+$6.63K	0.14%	61
2024 Q2	$279K	Sell	3,940 -140	-3%	-$9.93K	0.12%	61
2024 Q1	$286K	Buy	+4,080	New	+$239K	0.13%	59
2023 Q4	–	Sell	-3,580	Closed	-$205K	–	78
2023 Q3	$205K	Buy	+3,580	New	+$248K	0.11%	64
2023 Q1	–	Sell	-3,158	Closed	-$264K	–	80
2022 Q4	$264K	Buy	+3,158	New	+$255K	0.15%	51

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

Fi3 Financial Advisors's NEE Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $108K and leaving 3,599 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #136.

Fi3 Financial Advisors first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $446K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fi3 Financial Advisors held 3,599 shares of NextEra Energy worth $336K as of Q2 2026.
Fi3 Financial Advisors sold 1,198 NextEra Energy shares in Q2 2026, an estimated $108K.
NextEra Energy made up 0.08% of Fi3 Financial Advisors's portfolio in Q2 2026, its #136 holding.
Fi3 Financial Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
Fi3 Financial Advisors's NextEra Energy position peaked at $446K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.