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Founders Financial Alliance’s NextEra Energy NEE Stock Holding History

Founders Financial Alliance’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 		$1.89M Buy
20,360
+1,393
+7% +$124K 0.34% 70
2025
Q4 		$1.52M Sell
18,967
-2,870
-13% -$238K 0.29% 83
2025
Q3 		$1.65M Buy
21,837
+2,495
+13% +$182K 0.31% 77
2025
Q2 		$1.34M Sell
19,342
-2,823
-13% -$196K 0.31% 81
2025
Q1 		$1.57M Sell
22,165
-118
-0.5% -$8.33K 0.38% 59
2024
Q4 		$1.6M Buy
22,283
+95
+0.4% +$7.38K 0.44% 49
2024
Q3 		$1.88M Buy
22,188
+12
+0.1% +$936 0.52% 40
2024
Q2 		$1.57M Sell
22,176
-60
-0.3% -$4.26K 0.47% 45
2024
Q1 		$1.42M Sell
22,236
-916
-4% -$53.7K 0.43% 52
2023
Q4 		$1.41M Buy
23,152
+243
+1% +$13.8K 0.55% 34
2023
Q3 		$1.31M Sell
22,909
-1,037
-4% -$71.8K 0.57% 36
2023
Q2 		$1.78M Buy
23,946
+1,927
+9% +$146K 0.7% 31
2023
Q1 		$1.7M Sell
22,019
-1,077
-5% -$82.8K 0.85% 27
2022
Q4 		$1.93M Sell
23,096
-1,352
-6% -$109K 0.89% 27
2022
Q3 		$1.92M Buy
24,448
+504
+2% +$42.8K 0.98% 19
2022
Q2 		$1.85M Sell
23,944
-460
-2% -$35K 0.94% 25
2022
Q1 		$2.07M Sell
24,404
-55
-0.2% -$4.41K 0.92% 23
2021
Q4 		$2.28M Buy
24,459
+146
+0.6% +$12.6K 0.92% 17
2021
Q3 		$1.91M Sell
24,313
-568
-2% -$45.8K 0.89% 20
2021
Q2 		$1.82M Buy
24,881
+203
+0.8% +$15.2K 0.83% 24
2021
Q1 		$1.79M Buy
24,678
+1,506
+6% +$118K 0.88% 22
2020
Q4 		$1.78M Buy
23,172
+516
+2% +$38.6K 1.01% 17
2020
Q3 		$1.58M Buy
+22,656
New +$1.56M 0.94% 20

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Founders Financial Alliance's NEE Position: Q1 2026 in Review

Founders Financial Alliance increased its NextEra Energy (NEE) stake by 7.3% in Q1 2026, buying an estimated $124K and bringing the position to 20,360 shares worth $1.89M. The position accounts for 0.34% of the portfolio, ranked #70.

Founders Financial Alliance first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Founders Financial Alliance held 20,360 shares of NextEra Energy worth $1.89M as of Q1 2026.
  • Founders Financial Alliance bought 1,393 NextEra Energy shares in Q1 2026, an estimated $124K.
  • NextEra Energy made up 0.34% of Founders Financial Alliance's portfolio in Q1 2026, its #70 holding.
  • Founders Financial Alliance first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's NextEra Energy position peaked at $2.28M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.