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Nvest Financial’s NextEra Energy NEE Stock Holding History

Nvest Financial’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 		$4.92M Buy
52,955
+4,022
+8% +$358K 1.83% 18
2025
Q4 		$3.93M Buy
48,933
+14,259
+41% +$1.18M 1.63% 19
2025
Q3 		$2.62M Sell
34,674
-10,074
-23% -$736K 1.5% 20
2025
Q2 		$3.11M Buy
44,748
+2,668
+6% +$185K 1.62% 20
2025
Q1 		$2.98M Buy
42,080
+10,180
+32% +$719K 1.6% 20
2024
Q4 		$2.29M Buy
31,900
+1,018
+3% +$79.1K 1.16% 27
2024
Q3 		$2.61M Buy
30,882
+373
+1% +$29.1K 1.49% 19
2024
Q2 		$2.16M Buy
30,509
+4,329
+17% +$307K 1.33% 25
2024
Q1 		$1.67M Buy
26,180
+4,352
+20% +$255K 1.11% 30
2023
Q4 		$1.33M Buy
21,828
+6,810
+45% +$388K 1.04% 31
2023
Q3 		$860K Buy
15,018
+1,937
+15% +$134K 0.8% 31
2023
Q2 		$971K Buy
13,081
+1,235
+10% +$93.5K 0.85% 32
2023
Q1 		$913K Buy
11,846
+132
+1% +$10.2K 0.95% 30
2022
Q4 		$979K Buy
11,714
+40
+0.3% +$3.23K 1.23% 28
2022
Q3 		$915K Sell
11,674
-198
-2% -$16.8K 1.29% 28
2022
Q2 		$920K Sell
11,872
-7,411
-38% -$564K 0.97% 36
2022
Q1 		$1.63M Buy
+19,283
New +$1.55M 1.34% 22

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
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

Nvest Financial's NEE Position: Q1 2026 in Review

Nvest Financial increased its NextEra Energy (NEE) stake by 8.2% in Q1 2026, buying an estimated $358K and bringing the position to 52,955 shares worth $4.92M. The position accounts for 1.83% of the portfolio, ranked #18.

Nvest Financial first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Nvest Financial held 52,955 shares of NextEra Energy worth $4.92M as of Q1 2026.
  • Nvest Financial bought 4,022 NextEra Energy shares in Q1 2026, an estimated $358K.
  • NextEra Energy made up 1.83% of Nvest Financial's portfolio in Q1 2026, its #18 holding.
  • Nvest Financial first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.