FourThought Financial Partners’s NextEra Energy NEE Stock Holding History

FourThought Financial Partners’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	$23.3M	Buy	251,355 +17,437	+7%	+$1.55M	2.01%	8
2025 Q4	$18.8M	Buy	233,918 +1,167	+0.5%	+$96.7K	1.59%	14
2025 Q3	$17.6M	Buy	232,751 +2,359	+1%	+$172K	1.54%	12
2025 Q2	$16M	Sell	230,392 -112,904	-33%	-$7.84M	1.58%	12
2025 Q1	$24.3M	Buy	343,296 +13,074	+4%	+$923K	2.55%	5
2024 Q4	$23.7M	Hold	330,222	–	–	2.46%	6
2024 Q3	$27.9M	Sell	330,222 -2,068	-0.6%	-$161K	3.31%	3
2024 Q2	$23.5M	Sell	332,290 -1,326	-0.4%	-$94.1K	3.03%	4
2024 Q1	$21.3M	Buy	333,616 +93,076	+39%	+$5.45M	2.44%	4
2023 Q4	$14.6M	Buy	240,540 +801	+0.3%	+$45.6K	1.83%	9
2023 Q3	$13.7M	Buy	239,739 +47,033	+24%	+$3.26M	1.92%	6
2023 Q2	$14.3M	Buy	192,706 +1,860	+1%	+$141K	1.88%	6
2023 Q1	$14.7M	Buy	190,846 +1,007	+0.5%	+$77.4K	2.02%	4
2022 Q4	$15.9M	Buy	+189,839	New	+$15.3M	2.3%	4

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

FourThought Financial Partners's NEE Position: Q1 2026 in Review

FourThought Financial Partners increased its NextEra Energy (NEE) stake by 7.5% in Q1 2026, buying an estimated $1.55M and bringing the position to 251,355 shares worth $23.3M. The position accounts for 2.01% of the portfolio, ranked #8.

FourThought Financial Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.9M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

FourThought Financial Partners held 251,355 shares of NextEra Energy worth $23.3M as of Q1 2026.
FourThought Financial Partners bought 17,437 NextEra Energy shares in Q1 2026, an estimated $1.55M.
NextEra Energy made up 2.01% of FourThought Financial Partners's portfolio in Q1 2026, its #8 holding.
FourThought Financial Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's NextEra Energy position peaked at $27.9M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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