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 Q3	$2.75M	Buy	36,274 +636	+2%	+$53.8K	1.48%	25
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Flavin Financial Services's NEE Position: Q3 2026 in Review

Flavin Financial Services increased its NextEra Energy (NEE) stake by 1.8% in Q3 2026, buying an estimated $53.8K and bringing the position to 36,274 shares worth $2.75M. The position accounts for 1.48% of the portfolio, ranked #25.

Flavin Financial Services first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Flavin Financial Services held 36,274 shares of NextEra Energy worth $2.75M as of Q3 2026.
Flavin Financial Services bought 636 NextEra Energy shares in Q3 2026, an estimated $53.8K.
NextEra Energy made up 1.48% of Flavin Financial Services's portfolio in Q3 2026, its #25 holding.
Flavin Financial Services first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Flavin Financial Services's NextEra Energy position peaked at $3.22M in Q1 2026.
1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Flavin Financial Services's 13F filing for Q3 2026, filed 21 Oct 2026.