Patrick M. Sweeney & Associates’s NextEra Energy NEE Stock Holding History

Patrick M. Sweeney & Associates’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	$455K	Hold	4,898	–	–	0.29%	83
2025 Q4	$393K	Hold	4,898	–	–	0.25%	95
2025 Q3	$370K	Buy	4,898 +100	+2%	+$7.31K	0.24%	100
2025 Q2	$354K	Sell	4,798 -105	-2%	-$7.29K	0.24%	101
2025 Q1	$348K	Hold	4,903	–	–	0.26%	96
2024 Q4	$351K	Sell	4,903 -45	-0.9%	-$3.5K	0.26%	100
2024 Q3	$418K	Buy	4,948 +111	+2%	+$8.66K	0.31%	81
2024 Q2	$342K	Buy	4,837 +490	+11%	+$34.8K	0.28%	91
2024 Q1	$278K	Buy	4,347 +210	+5%	+$12.3K	0.23%	110
2023 Q4	$251K	Buy	+4,137	New	+$236K	0.23%	100

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

Patrick M. Sweeney & Associates's NEE Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its NextEra Energy (NEE) position steady in Q1 2026 at 4,898 shares worth $455K. The position accounts for 0.29% of the portfolio, ranked #83.

Patrick M. Sweeney & Associates first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Patrick M. Sweeney & Associates held 4,898 shares of NextEra Energy worth $455K as of Q1 2026.
Patrick M. Sweeney & Associates left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.29% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #83 holding.
Patrick M. Sweeney & Associates first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.