Flagship Wealth Advisors’s NextEra Energy NEE Stock Holding History

Flagship Wealth Advisors’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	$351K	Sell	5,058 -161	-3%	-$14.3K	0.15%	75
2025 Q4	$419K	Hold	5,219	–	–	0.12%	81
2025 Q3	$394K	Buy	5,219 +161	+3%	+$11.8K	0.13%	85
2025 Q2	$351K	Hold	5,058	–	–	0.13%	82
2025 Q1	$359K	Hold	5,058	–	–	0.15%	76
2024 Q4	$363K	Buy	+5,058	New	+$393K	0.21%	61

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

Flagship Wealth Advisors's NEE Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its NextEra Energy (NEE) stake by 3.1% in Q1 2026, selling an estimated $14.3K and leaving 5,058 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #75.

Flagship Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $419K in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Flagship Wealth Advisors held 5,058 shares of NextEra Energy worth $351K as of Q1 2026.
Flagship Wealth Advisors sold 161 NextEra Energy shares in Q1 2026, an estimated $14.3K.
NextEra Energy made up 0.15% of Flagship Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Flagship Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's NextEra Energy position peaked at $419K in Q4 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.