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 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 $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

Haverford Financial Services's NEE Position: Q1 2026 in Review

Haverford Financial Services reduced its NextEra Energy (NEE) stake by 0.24% in Q1 2026, selling an estimated $22.3K and leaving 104,472 shares worth $9.7M. The position accounts for 2.89% of the portfolio, ranked #16.

Haverford Financial Services first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Haverford Financial Services held 104,472 shares of NextEra Energy worth $9.7M as of Q1 2026.
Haverford Financial Services sold 251 NextEra Energy shares in Q1 2026, an estimated $22.3K.
NextEra Energy made up 2.89% of Haverford Financial Services's portfolio in Q1 2026, its #16 holding.
Haverford Financial Services first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.