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 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 $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

Fi3 Financial Advisors's NEE Position: Q1 2026 in Review

Fi3 Financial Advisors increased its NextEra Energy (NEE) stake by 10% in Q1 2026, buying an estimated $39.7K and bringing the position to 4,797 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #86.

Fi3 Financial Advisors first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fi3 Financial Advisors held 4,797 shares of NextEra Energy worth $446K as of Q1 2026.
Fi3 Financial Advisors bought 447 NextEra Energy shares in Q1 2026, an estimated $39.7K.
NextEra Energy made up 0.13% of Fi3 Financial Advisors's portfolio in Q1 2026, its #86 holding.
Fi3 Financial Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.