Financially Speaking’s NextEra Energy NEE Stock Holding History

Financially Speaking’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	–	Sell	-13	Closed	-$1.04K	–	135
2025 Q4	$1.04K	Hold	13	–	–	﹤0.01%	150
2025 Q3	$981	Hold	13	–	–	﹤0.01%	157
2025 Q2	$902	Buy	+13	New	+$903	﹤0.01%	150
2025 Q1	–	Sell	-13	Closed	-$932	–	127
2024 Q4	$932	Buy	+13	New	+$1.01K	﹤0.01%	167

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

Financially Speaking's NEE Position: Q1 2026 in Review

Financially Speaking sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 13 shares — an estimated $1.04K sold.

Financially Speaking first reported a position in NEE in Q4 2024 and held it in 4 quarters. The position peaked at $1.04K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Financially Speaking reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Financially Speaking sold 13 NextEra Energy shares in Q1 2026, an estimated $1.04K.
Financially Speaking first reported a position in NextEra Energy in Q4 2024 and held it in 4 quarters.
Financially Speaking's NextEra Energy position peaked at $1.04K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.