First Pacific Financial
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First Pacific Financial’s NextEra Energy NEE Stock Holding History

First Pacific Financial’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
Q3 		$1.61M Buy
21,285
+651
+3% +$55.1K 0.16% 71
2026
Q2 		$1.81M Buy
20,634
+158
+0.8% +$14.3K 0.22% 55
2026
Q1 		$1.9M Buy
20,476
+948
+5% +$84.3K 0.24% 51
2025
Q4 		$1.57M Buy
19,528
+10,478
+116% +$868K 0.2% 58
2025
Q3 		$683K Sell
9,050
-23
-0.3% -$1.68K 0.09% 108
2025
Q2 		$630K Sell
9,073
-1,021
-10% -$70.9K 0.09% 113
2025
Q1 		$716K Sell
10,094
-26
-0.3% -$1.84K 0.15% 83
2024
Q4 		$725K Sell
10,120
-199
-2% -$15.5K 0.17% 90
2024
Q3 		$872K Buy
10,319
+87
+0.9% +$6.79K 0.2% 78
2024
Q2 		$725K Buy
10,232
+460
+5% +$32.6K 0.19% 76
2024
Q1 		$625K Buy
9,772
+887
+10% +$52K 0.17% 87
2023
Q4 		$540K Buy
8,885
+177
+2% +$10.1K 0.16% 89
2023
Q3 		$499K Buy
8,708
+72
+0.8% +$4.98K 0.22% 80
2023
Q2 		$641K Buy
8,636
+186
+2% +$14.1K 0.27% 77
2023
Q1 		$651K Sell
8,450
-60
-0.7% -$4.61K 0.3% 76
2022
Q4 		$711K Buy
8,510
+221
+3% +$17.9K 0.35% 72
2022
Q3 		$650K Buy
8,289
+389
+5% +$33K 0.37% 65
2022
Q2 		$612K Sell
7,900
-8
-0.1% -$609 0.29% 76
2022
Q1 		$670K Buy
7,908
+149
+2% +$11.9K 0.34% 64
2021
Q4 		$724K Buy
7,759
+238
+3% +$20.6K 0.35% 67
2021
Q3 		$591K Buy
7,521
+144
+2% +$11.6K 0.31% 72
2021
Q2 		$541K Buy
7,377
+814
+12% +$61.1K 0.3% 74
2021
Q1 		$496K Sell
6,563
-104
-2% -$8.12K 0.31% 69
2020
Q4 		$514K Buy
+6,667
New +$499K 0.31% 52

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

First Pacific Financial's NEE Position: Q3 2026 in Review

First Pacific Financial increased its NextEra Energy (NEE) stake by 3.2% in Q3 2026, buying an estimated $55.1K and bringing the position to 21,285 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #71.

First Pacific Financial first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.9M in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • First Pacific Financial held 21,285 shares of NextEra Energy worth $1.61M as of Q3 2026.
  • First Pacific Financial bought 651 NextEra Energy shares in Q3 2026, an estimated $55.1K.
  • NextEra Energy made up 0.16% of First Pacific Financial's portfolio in Q3 2026, its #71 holding.
  • First Pacific Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • First Pacific Financial's NextEra Energy position peaked at $1.9M in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.