Financial Connections Group’s NextEra Energy NEE Stock Holding History

Financial Connections Group’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	$67K	Hold	729	–	–	0.02%	100
2025 Q4	$58K	Hold	729	–	–	0.02%	104
2025 Q3	$55K	Sell	729 -600	-45%	-$43.8K	0.02%	108
2025 Q2	$92K	Buy	1,329 +600	+82%	+$41.7K	0.04%	84
2025 Q1	$51K	Sell	729 -100	-12%	-$7.06K	0.02%	99
2024 Q4	$59K	Hold	829	–	–	0.03%	88
2024 Q3	$70K	Sell	829 -44	-5%	-$3.43K	0.03%	78
2024 Q2	$61K	Sell	873 -720	-45%	-$51.1K	0.03%	91
2024 Q1	$102K	Buy	1,593 +44	+3%	+$2.58K	0.11%	41
2023 Q4	$94K	Hold	1,549	–	–	0.06%	81
2023 Q3	$88K	Sell	1,549 -101	-6%	-$6.99K	0.11%	51
2023 Q2	$122K	Buy	1,650 +86	+5%	+$6.51K	0.08%	75
2023 Q1	$120K	Sell	1,564 -167	-10%	-$12.8K	0.09%	61
2022 Q4	$144K	Buy	1,731 +167	+11%	+$13.5K	0.11%	53
2022 Q3	$122K	Buy	1,564 +100	+7%	+$8.48K	0.1%	52
2022 Q2	$113K	Hold	1,464	–	–	0.1%	68
2022 Q1	$124K	Hold	1,464	–	–	0.12%	67
2021 Q4	$136K	Buy	+1,464	New	+$127K	0.13%	67

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

Financial Connections Group's NEE Position: Q1 2026 in Review

Financial Connections Group held its NextEra Energy (NEE) position steady in Q1 2026 at 729 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #100.

Financial Connections Group first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $144K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Financial Connections Group held 729 shares of NextEra Energy worth $67K as of Q1 2026.
Financial Connections Group left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #100 holding.
Financial Connections Group first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's NextEra Energy position peaked at $144K in Q4 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.