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 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 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

Flavin Financial Services's NEE Position: Q1 2026 in Review

Flavin Financial Services increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $34.9K and bringing the position to 34,650 shares worth $3.22M. The position accounts for 2.17% of the portfolio, ranked #13.

Flavin Financial Services first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Flavin Financial Services held 34,650 shares of NextEra Energy worth $3.22M as of Q1 2026.
Flavin Financial Services bought 393 NextEra Energy shares in Q1 2026, an estimated $34.9K.
NextEra Energy made up 2.17% of Flavin Financial Services's portfolio in Q1 2026, its #13 holding.
Flavin Financial Services first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Flavin Financial Services's 13F filing for Q1 2026, filed 7 May 2026.