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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
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% -$1.83K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First Pacific Financial's NEE Position: Q2 2026 in Review

First Pacific Financial increased its NextEra Energy (NEE) stake by 0.77% in Q2 2026, buying an estimated $14.3K and bringing the position to 20,634 shares worth $1.81M. The position accounts for 0.22% of the portfolio, ranked #55.

First Pacific Financial first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.9M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • First Pacific Financial held 20,634 shares of NextEra Energy worth $1.81M as of Q2 2026.
  • First Pacific Financial bought 158 NextEra Energy shares in Q2 2026, an estimated $14.3K.
  • NextEra Energy made up 0.22% of First Pacific Financial's portfolio in Q2 2026, its #55 holding.
  • First Pacific Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • First Pacific Financial's NextEra Energy position peaked at $1.9M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.