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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
Q2 		$23.3M Buy
265,529
+14,174
+6% +$1.28M 1.8% 13
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
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

FourThought Financial Partners's NEE Position: Q2 2026 in Review

FourThought Financial Partners increased its NextEra Energy (NEE) stake by 5.6% in Q2 2026, buying an estimated $1.28M and bringing the position to 265,529 shares worth $23.3M. The position accounts for 1.8% of the portfolio, ranked #13.

FourThought Financial Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.9M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • FourThought Financial Partners held 265,529 shares of NextEra Energy worth $23.3M as of Q2 2026.
  • FourThought Financial Partners bought 14,174 NextEra Energy shares in Q2 2026, an estimated $1.28M.
  • NextEra Energy made up 1.8% of FourThought Financial Partners's portfolio in Q2 2026, its #13 holding.
  • FourThought Financial Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's NextEra Energy position peaked at $27.9M in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.