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OneAscent Financial Services’s NextEra Energy NEE Stock Holding History

OneAscent 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 		$944K Buy
10,165
+1,374
+16% +$122K 0.05% 228
2025
Q4 		$706K Buy
8,791
+1,052
+14% +$87.1K 0.07% 198
2025
Q3 		$584K Sell
7,739
-6,024
-44% -$440K 0.07% 208
2025
Q2 		$966K Buy
13,763
+3,828
+39% +$266K 0.07% 180
2025
Q1 		$704K Buy
9,935
+2,869
+41% +$203K 0.05% 265
2024
Q4 		$507K Buy
7,066
+1,381
+24% +$107K 0.04% 252
2024
Q3 		$481K Sell
5,685
-121
-2% -$9.44K 0.35% 71
2024
Q2 		$411K Buy
5,806
+174
+3% +$12.3K 0.06% 168
2024
Q1 		$360K Sell
5,632
-123
-2% -$7.21K 0.04% 258
2023
Q4 		$350K Buy
5,755
+2,151
+60% +$123K 0.04% 239
2023
Q3 		$206K Buy
+3,604
New +$249K 0.05% 254
2023
Q1 		– Sell
-2,911
Closed -$243K – 197
2022
Q4 		$243K Buy
+2,911
New +$235K 0.1% 152
2022
Q2 		– Sell
-3,668
Closed -$311K – 243
2022
Q1 		$311K Sell
3,668
-6
-0.2% -$481 0.22% 85
2021
Q4 		$343K Buy
3,674
+67
+2% +$5.79K 0.65% 58
2021
Q3 		$283K Buy
+3,607
New +$291K 0.38% 59
2021
Q1 		$210K Buy
2,778
+160
+6% +$12.5K 0.21% 132
2020
Q4 		$202K Sell
2,618
-4,246
-62% -$318K 0.22% 113
2020
Q3 		$476K Sell
6,864
-3,020
-31% -$208K 0.25% 77
2020
Q2 		$594K Buy
9,884
+3,468
+54% +$208K 0.4% 43
2020
Q1 		$386K Buy
+6,416
New +$403K 0.29% 57

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

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

OneAscent Financial Services increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $122K and bringing the position to 10,165 shares worth $944K. The position accounts for 0.05% of the portfolio, ranked #228.

OneAscent Financial Services first reported a position in NEE in Q1 2020 and has held it in 20 quarters since. The position peaked at $966K in Q2 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • OneAscent Financial Services held 10,165 shares of NextEra Energy worth $944K as of Q1 2026.
  • OneAscent Financial Services bought 1,374 NextEra Energy shares in Q1 2026, an estimated $122K.
  • NextEra Energy made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #228 holding.
  • OneAscent Financial Services first reported a position in NextEra Energy in Q1 2020 and has held it in 20 quarters since.
  • OneAscent Financial Services's NextEra Energy position peaked at $966K in Q2 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.