Park Square Financial Group’s NextEra Energy NEE Stock Holding History

Park Square 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	$3.72K	Sell	40 -433	-92%	-$38.5K	0.03%	168
2025 Q4	$33.9K	Buy	473 +472	+47,200%	+$39.1K	0.2%	48
2025 Q3	$76	Sell	1 -848	-100%	-$62K	﹤0.01%	255
2025 Q2	$58.9K	Sell	849 -191	-18%	-$13.3K	0.04%	276
2025 Q1	$73.7K	Sell	1,040 -1,454	-58%	-$103K	0.06%	219
2024 Q4	$179K	Buy	+2,494	New	+$194K	0.12%	105

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

Park Square Financial Group's NEE Position: Q1 2026 in Review

Park Square Financial Group reduced its NextEra Energy (NEE) stake by 92% in Q1 2026, selling an estimated $38.5K and leaving 40 shares worth $3.72K. The position accounts for 0.03% of the portfolio, ranked #168.

Park Square Financial Group first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $179K in Q4 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Park Square Financial Group held 40 shares of NextEra Energy worth $3.72K as of Q1 2026.
Park Square Financial Group sold 433 NextEra Energy shares in Q1 2026, an estimated $38.5K.
NextEra Energy made up 0.03% of Park Square Financial Group's portfolio in Q1 2026, its #168 holding.
Park Square Financial Group first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's NextEra Energy position peaked at $179K in Q4 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.