Novak & Powell Financial Services’s NextEra Energy NEE Stock Holding History

Novak & Powell 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	$527K	Hold	5,670	–	–	0.28%	77
2025 Q4	$455K	Hold	5,670	–	–	0.24%	89
2025 Q3	$428K	Hold	5,670	–	–	0.23%	89
2025 Q2	$394K	Hold	5,670	–	–	0.27%	80
2025 Q1	$402K	Hold	5,670	–	–	0.25%	89
2024 Q4	$406K	Hold	5,670	–	–	0.24%	86
2024 Q3	$479K	Hold	5,670	–	–	0.28%	84
2024 Q2	$401K	Hold	5,670	–	–	0.25%	88
2024 Q1	$362K	Hold	5,670	–	–	0.27%	86
2023 Q4	$344K	Buy	+5,670	New	+$323K	0.23%	93

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

Novak & Powell Financial Services's NEE Position: Q1 2026 in Review

Novak & Powell Financial Services held its NextEra Energy (NEE) position steady in Q1 2026 at 5,670 shares worth $527K. The position accounts for 0.28% of the portfolio, ranked #77.

Novak & Powell Financial Services first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Novak & Powell Financial Services held 5,670 shares of NextEra Energy worth $527K as of Q1 2026.
Novak & Powell Financial Services left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.28% of Novak & Powell Financial Services's portfolio in Q1 2026, its #77 holding.
Novak & Powell Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.