Haverford Financial Services’s NextEra Energy NEE Stock Holding History

Haverford Financial Services’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	$9.11M	Sell	103,795 -677	-0.6%	-$61.2K	2.69%	14
2026 Q1	$9.7M	Sell	104,472 -251	-0.2%	-$22.3K	2.89%	16
2025 Q4	$8.41M	Sell	104,723 -13,673	-12%	-$1.13M	2.36%	18
2025 Q3	$8.94M	Sell	118,396 -408	-0.3%	-$29.8K	2.51%	18
2025 Q2	$8.25M	Buy	118,804 +11,987	+11%	+$833K	2.44%	18
2025 Q1	$7.57M	Sell	106,817 -807	-0.7%	-$57K	2.33%	21
2024 Q4	$7.72M	Buy	107,624 +10,031	+10%	+$779K	2.35%	20
2024 Q3	$8.25M	Hold	97,593	–	–	2.36%	22
2024 Q2	$6.91M	Sell	97,593 -87	-0.1%	-$6.17K	2.07%	24
2024 Q1	$6.24M	Buy	+97,680	New	+$5.72M	1.8%	31

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haverford Financial Services's NEE Position: Q2 2026 in Review

Haverford Financial Services reduced its NextEra Energy (NEE) stake by 0.65% in Q2 2026, selling an estimated $61.2K and leaving 103,795 shares worth $9.11M. The position accounts for 2.69% of the portfolio, ranked #14.

Haverford Financial Services first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.7M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Haverford Financial Services held 103,795 shares of NextEra Energy worth $9.11M as of Q2 2026.
Haverford Financial Services sold 677 NextEra Energy shares in Q2 2026, an estimated $61.2K.
NextEra Energy made up 2.69% of Haverford Financial Services's portfolio in Q2 2026, its #14 holding.
Haverford Financial Services first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Haverford Financial Services's NextEra Energy position peaked at $9.7M in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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