Golden State Equity Partners’s NextEra Energy NEE Stock Holding History

Golden State Equity 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	$4.98M	Buy	53,614 +27,572	+106%	+$2.45M	0.38%	48
2025 Q4	$2.09M	Buy	26,042 +6,963	+36%	+$577K	0.34%	57
2025 Q3	$1.44M	Sell	19,079 -4,633	-20%	-$339K	0.24%	96
2025 Q2	$1.65M	Buy	23,712 +893	+4%	+$62K	0.3%	73
2025 Q1	$1.62M	Sell	22,819 -1,013	-4%	-$71.5K	0.32%	77
2024 Q4	$1.71M	Buy	23,832 +19,668	+472%	+$1.53M	0.33%	66
2024 Q3	$352K	Sell	4,164 -16,909	-80%	-$1.32M	0.19%	133
2024 Q2	$1.49M	Buy	+21,073	New	+$1.5M	0.31%	76
2023 Q4	$1.64M	Buy	26,953 +5,188	+24%	+$296K	0.4%	62
2023 Q3	$1.25M	Buy	21,765 +1,562	+8%	+$108K	0.35%	73
2023 Q2	$1.5M	Buy	20,203 +3,467	+21%	+$262K	0.42%	53
2023 Q1	$1.29M	Buy	+16,736	New	+$1.29M	0.7%	42
2022 Q1	$229K	Buy	2,702 +119	+5%	+$9.54K	0.12%	169
2021 Q4	$241K	Sell	2,583 -214	-8%	-$18.5K	0.12%	147
2021 Q3	$219K	Sell	2,797 -227	-8%	-$18.3K	0.09%	214
2021 Q2	$222K	Buy	+3,024	New	+$227K	0.09%	220
2021 Q1	–	Sell	-3,737	Closed	-$288K	–	194
2020 Q4	$288K	Buy	+3,737	New	+$280K	0.2%	125

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

Golden State Equity Partners's NEE Position: Q1 2026 in Review

Golden State Equity Partners increased its NextEra Energy (NEE) stake by 106% in Q1 2026, buying an estimated $2.45M and bringing the position to 53,614 shares worth $4.98M. The position accounts for 0.38% of the portfolio, ranked #48.

Golden State Equity Partners first reported a position in NEE in Q4 2020 and has held it in 17 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Golden State Equity Partners held 53,614 shares of NextEra Energy worth $4.98M as of Q1 2026.
Golden State Equity Partners bought 27,572 NextEra Energy shares in Q1 2026, an estimated $2.45M.
NextEra Energy made up 0.38% of Golden State Equity Partners's portfolio in Q1 2026, its #48 holding.
Golden State Equity Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 17 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.