Frazier Financial Advisors’s NextEra Energy NEE Stock Holding History

Frazier Financial Advisors’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	$271K	Buy	2,914 +41	+1%	+$3.65K	0.15%	56
2025 Q4	$231K	Buy	2,873 +61	+2%	+$5.05K	0.14%	58
2025 Q3	$212K	Sell	2,812 -48	-2%	-$3.51K	0.13%	57
2025 Q2	$199K	Hold	2,860	–	–	0.14%	57
2025 Q1	$203K	Sell	2,860 -46	-2%	-$3.25K	0.16%	50
2024 Q4	$209K	Sell	2,906 -42	-1%	-$3.26K	0.17%	50
2024 Q3	$249K	Sell	2,948 -2,211	-43%	-$173K	0.19%	46
2024 Q2	$365K	Sell	5,159 -103	-2%	-$7.31K	0.29%	37
2024 Q1	$336K	Buy	5,262 +2,382	+83%	+$140K	0.28%	36
2023 Q4	$175K	Buy	+2,880	New	+$164K	0.15%	53

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

Frazier Financial Advisors's NEE Position: Q1 2026 in Review

Frazier Financial Advisors increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $3.65K and bringing the position to 2,914 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #56.

Frazier Financial Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $365K in Q2 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Frazier Financial Advisors held 2,914 shares of NextEra Energy worth $271K as of Q1 2026.
Frazier Financial Advisors bought 41 NextEra Energy shares in Q1 2026, an estimated $3.65K.
NextEra Energy made up 0.15% of Frazier Financial Advisors's portfolio in Q1 2026, its #56 holding.
Frazier Financial Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's NextEra Energy position peaked at $365K in Q2 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.