Legend Financial Advisors’s NextEra Energy NEE Stock Holding History

Legend 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	$292K	Hold	3,149	–	–	0.19%	36
2025 Q4	$253K	Hold	3,149	–	–	0.15%	37
2025 Q3	$238K	Hold	3,149	–	–	0.15%	37
2025 Q2	$219K	Hold	3,149	–	–	0.15%	37
2025 Q1	$223K	Sell	3,149 -300	-9%	-$21.2K	0.16%	35
2024 Q4	$247K	Sell	3,449 -448	-11%	-$34.8K	0.17%	31
2024 Q3	$329K	Sell	3,897 -244	-6%	-$19K	0.23%	31
2024 Q2	$293K	Sell	4,141 -25	-0.6%	-$1.77K	0.21%	36
2024 Q1	$266K	Buy	4,166 +100	+2%	+$5.86K	0.19%	35
2023 Q4	$247K	Buy	4,066 +50	+1%	+$2.85K	0.2%	31
2023 Q3	$230K	Sell	4,016 -150	-4%	-$10.4K	0.2%	37
2023 Q2	$309K	Hold	4,166	–	–	0.26%	34
2023 Q1	$321K	Sell	4,166 -274	-6%	-$21.1K	0.27%	34
2022 Q4	$371K	Buy	4,440 +225	+5%	+$18.2K	0.32%	35
2022 Q3	$330K	Hold	4,215	–	–	0.31%	31
2022 Q2	$326K	Buy	+4,215	New	+$321K	0.34%	27

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

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

Legend Financial Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 3,149 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #36.

Legend Financial Advisors first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. The position peaked at $371K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Legend Financial Advisors held 3,149 shares of NextEra Energy worth $292K as of Q1 2026.
Legend Financial Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.19% of Legend Financial Advisors's portfolio in Q1 2026, its #36 holding.
Legend Financial Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
Legend Financial Advisors's NextEra Energy position peaked at $371K in Q4 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.