Financial Gravity Asset Management’s NextEra Energy NEE Stock Holding History

Financial Gravity Asset Management’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	$554K	Buy	5,970 +1	+0%	+$89	0.1%	101
2025 Q4	$479K	Sell	5,969 -84	-1%	-$6.96K	0.09%	87
2025 Q3	$457K	Buy	+6,053	New	+$442K	0.09%	96
2025 Q1	$424K	Buy	+5,981	New	+$422K	0.09%	103
2024 Q2	$7.93K	Sell	112 -80	-42%	-$5.68K	﹤0.01%	531
2024 Q1	$12.3K	Sell	192 -7	-4%	-$410	﹤0.01%	677
2023 Q4	$11.4K	Buy	199 +5	+3%	+$285	﹤0.01%	763
2023 Q3	$11.1K	Buy	194 +120	+162%	+$8.31K	﹤0.01%	586
2023 Q2	$9.84K	Sell	74 -3	-4%	-$227	0.03%	340
2023 Q1	$417	Sell	77 -7	-8%	-$538	0.01%	472
2022 Q4	$18.4K	Sell	84 -540	-87%	-$43.6K	0.1%	115
2022 Q3	$409	Buy	624 +8	+1%	+$679	0.01%	421
2022 Q2	$404	Sell	616 -172	-22%	-$13.1K	0.01%	413
2022 Q1	$455	Sell	788 -235	-23%	-$18.8K	0.01%	415
2021 Q4	$675	Buy	1,023 +1,016	+14,514%	+$87.8K	0.02%	441
2021 Q3	$79K	Buy	7 +2	+40%	+$161	0.04%	424
2021 Q2	$73K	Sell	5 -7	-58%	-$525	0.03%	448
2021 Q1	$904	Sell	12 -3	-20%	-$234	0.02%	318
2020 Q4	$1K	Buy	+15	New	+$1.12K	﹤0.01%	428
2020 Q2	–	Sell	-32	Closed	-$1.95K	–	568
2020 Q1	$1.95K	Sell	32 -220	-87%	-$13.8K	0.01%	405
2019 Q4	$254K	Sell	252 -4	-2%	-$234	0.18%	74
2019 Q3	$15K	Sell	256 -4	-2%	-$216	0.01%	520
2019 Q2	$13K	Sell	260 -104	-29%	-$5.12K	0.01%	542
2019 Q1	$17K	Buy	+364	New	+$16.6K	0.01%	470
2018 Q3	$18K	Buy	420 +4	+1%	+$170	0.02%	486
2018 Q2	$18K	Sell	416 -5,428	-93%	-$219K	0.02%	489
2018 Q1	$239K	Buy	+5,844	New	+$225K	0.24%	72

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 Gravity Asset Management's NEE Position: Q1 2026 in Review

Financial Gravity Asset Management increased its NextEra Energy (NEE) stake by 0.02% in Q1 2026, buying an estimated $89 and bringing the position to 5,970 shares worth $554K. The position accounts for 0.1% of the portfolio, ranked #101.

Financial Gravity Asset Management first reported a position in NEE in Q1 2018 and has held it in 27 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Financial Gravity Asset Management held 5,970 shares of NextEra Energy worth $554K as of Q1 2026.
Financial Gravity Asset Management bought 1 NextEra Energy share in Q1 2026, an estimated $89.
NextEra Energy made up 0.1% of Financial Gravity Asset Management's portfolio in Q1 2026, its #101 holding.
Financial Gravity Asset Management first reported a position in NextEra Energy in Q1 2018 and has held it in 27 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.