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Flavin Financial Services’s NextEra Energy NEE Stock Holding History

Flavin Financial Services’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 		$3.13M Buy
35,638
+988
+3% +$89.4K 1.78% 22
2026
Q1 		$3.22M Buy
34,650
+393
+1% +$34.9K 2.17% 13
2025
Q4 		$2.75M Sell
34,257
-629
-2% -$52.1K 1.89% 17
2025
Q3 		$2.63M Buy
34,886
+4,477
+15% +$327K 1.87% 18
2025
Q2 		$2.11M Sell
30,409
-939
-3% -$65.2K 2.05% 18
2025
Q1 		$2.22M Buy
31,348
+1,643
+6% +$116K 2.04% 18
2024
Q4 		$2.13M Buy
+29,705
New +$2.31M 2.03% 18

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Flavin Financial Services's NEE Position: Q2 2026 in Review

Flavin Financial Services increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $89.4K and bringing the position to 35,638 shares worth $3.13M. The position accounts for 1.78% of the portfolio, ranked #22.

Flavin Financial Services first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Flavin Financial Services held 35,638 shares of NextEra Energy worth $3.13M as of Q2 2026.
  • Flavin Financial Services bought 988 NextEra Energy shares in Q2 2026, an estimated $89.4K.
  • NextEra Energy made up 1.78% of Flavin Financial Services's portfolio in Q2 2026, its #22 holding.
  • Flavin Financial Services first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Flavin Financial Services's NextEra Energy position peaked at $3.22M in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Flavin Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.