Mirabella Financial Services’s NextEra Energy NEE Stock Holding History

Mirabella 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	–	Sell	-5,427	Closed	-$436K	–	1090
2025 Q4	$436K	Buy	+5,427	New	+$450K	0.04%	317
2024 Q1	–	Sell	-4,102	Closed	-$249K	–	652
2023 Q4	$249K	Sell	4,102 -7,929	-66%	-$452K	0.03%	313
2023 Q3	$689K	Buy	+12,031	New	+$833K	0.1%	191
2023 Q2	–	Sell	-7,067	Closed	-$545K	–	603
2023 Q1	$545K	Sell	7,067 -2,293	-24%	-$176K	0.08%	199
2022 Q4	$782K	Sell	9,360 -12,834	-58%	-$1.04M	0.07%	154
2022 Q3	$1.77M	Buy	22,194 +17,625	+386%	+$1.5M	0.18%	83
2022 Q2	$354K	Buy	+4,569	New	+$348K	0.03%	303
2021 Q1	–	Sell	-66,860	Closed	-$5.16M	–	373
2020 Q4	$5.16M	Buy	66,860 +61,632	+1,179%	+$4.61M	0.64%	64
2020 Q3	$363K	Buy	5,228 +1,448	+38%	+$100K	0.05%	185
2020 Q2	$227K	Buy	+3,780	New	+$226K	0.05%	140

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mirabella Financial Services sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 5,427 shares — an estimated $436K sold.

Mirabella Financial Services first reported a position in NEE in Q2 2020 and held it in 10 quarters. The position peaked at $5.16M in Q4 2020. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mirabella Financial Services reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 5,427 NextEra Energy shares in Q1 2026, an estimated $436K.
Mirabella Financial Services first reported a position in NextEra Energy in Q2 2020 and held it in 10 quarters.
Mirabella Financial Services's NextEra Energy position peaked at $5.16M in Q4 2020.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.