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Godfrey Financial Associates’s NextEra Energy NEE Stock Holding History

Godfrey Financial Associates’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 		$47K Sell
535
-163
-23% -$14.7K 0.04% 255
2026
Q1 		$64.8K Hold
698
– – 0.06% 201
2025
Q4 		$56K Buy
+698
New +$57.8K 0.05% 208

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

Godfrey Financial Associates's NEE Position: Q2 2026 in Review

Godfrey Financial Associates reduced its NextEra Energy (NEE) stake by 23% in Q2 2026, selling an estimated $14.7K and leaving 535 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #255.

Godfrey Financial Associates first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.8K in Q1 2026. 3,024 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Godfrey Financial Associates held 535 shares of NextEra Energy worth $47K as of Q2 2026.
  • Godfrey Financial Associates sold 163 NextEra Energy shares in Q2 2026, an estimated $14.7K.
  • NextEra Energy made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #255 holding.
  • Godfrey Financial Associates first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's NextEra Energy position peaked at $64.8K in Q1 2026.
  • 3,024 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.