Mach-1 Financial Group’s NextEra Energy NEE Stock Holding History

Mach-1 Financial Group’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	$649K	Sell	6,988 -10,726	-61%	-$954K	0.23%	61
2025 Q4	$1.42M	Buy	17,714 +11,359	+179%	+$941K	0.29%	66
2025 Q3	$480K	Sell	6,355 -39,281	-86%	-$2.87M	0.08%	122
2025 Q2	$3.17M	Buy	45,636 +21,089	+86%	+$1.46M	0.93%	29
2025 Q1	$1.74M	Buy	+24,547	New	+$1.73M	0.52%	48
2024 Q1	–	Sell	-56,254	Closed	-$3.42M	–	164
2023 Q4	$3.42M	Buy	56,254 +30,235	+116%	+$1.72M	1.3%	21
2023 Q3	$1.49M	Buy	26,019 +133	+0.5%	+$9.21K	0.62%	47
2023 Q2	$1.92M	Buy	25,886 +25,592	+8,705%	+$1.94M	0.54%	44
2023 Q1	$22.7M	Sell	294 -20,494	-99%	-$1.58M	0.14%	85
2022 Q4	$1.74M	Buy	20,788 +20,559	+8,978%	+$1.66M	0.57%	29
2022 Q3	$17K	Sell	229 -71	-24%	-$6.02K	0.02%	176
2022 Q2	$23K	Buy	+300	New	+$22.8K	0.02%	170

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return