Phoenix Financial’s NextEra Energy NEE Stock Holding History

Phoenix 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	$5.94M	Sell	64,020 -8,024	-11%	-$713K	0.06%	111
2025 Q4	$5.69M	Sell	72,044 -1,272	-2%	-$105K	0.06%	125
2025 Q3	$5.53M	Sell	73,316 -31,868	-30%	-$2.33M	0.07%	124
2025 Q2	$7.31M	Sell	105,184 -16,145	-13%	-$1.12M	0.1%	109
2025 Q1	$8.6M	Sell	121,329 -7,268	-6%	-$513K	0.13%	104
2024 Q4	$9.22M	Sell	128,597 -12,007	-9%	-$933K	0.13%	97
2024 Q3	$11.9M	Buy	140,604 +14,336	+11%	+$1.12M	0.18%	80
2024 Q2	$8.97M	Buy	126,268 +29,904	+31%	+$2.12M	0.14%	89
2024 Q1	$6.16M	Buy	96,364 +32,579	+51%	+$1.91M	0.09%	121
2023 Q4	$4.36M	Sell	63,785 -21,583	-25%	-$1.23M	0.07%	128
2023 Q3	$4.89M	Buy	85,368 +1,572	+2%	+$109K	0.09%	102
2023 Q2	$6.2M	Buy	83,796 +40,084	+92%	+$3.03M	0.13%	83
2023 Q1	$3.37M	Buy	43,712 +19,789	+83%	+$1.52M	0.08%	113
2022 Q4	$2M	Buy	23,923 +787	+3%	+$63.6K	0.04%	138
2022 Q3	$1.85M	Buy	23,136 +203	+0.9%	+$17.2K	0.04%	155
2022 Q2	$1.78M	Buy	22,933 +1,150	+5%	+$87.6K	0.04%	177
2022 Q1	$1.84M	Buy	+21,783	New	+$1.75M	0.03%	202

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's NEE Position: Q1 2026 in Review

Phoenix Financial reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $713K and leaving 64,020 shares worth $5.94M. The position accounts for 0.06% of the portfolio, ranked #111.

Phoenix Financial first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.9M in Q3 2024. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Phoenix Financial held 64,020 shares of NextEra Energy worth $5.94M as of Q1 2026.
Phoenix Financial sold 8,024 NextEra Energy shares in Q1 2026, an estimated $713K.
NextEra Energy made up 0.06% of Phoenix Financial's portfolio in Q1 2026, its #111 holding.
Phoenix Financial first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
Phoenix Financial's NextEra Energy position peaked at $11.9M in Q3 2024.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.