PFA
NEE icon

Providence Financial Advisors’s NextEra Energy NEE Stock Holding History

Providence Financial Advisors’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 		$387K Buy
4,171
+156
+4% +$13.9K 0.22% 33
2025
Q4 		$322K Hold
4,015
– – 0.32% 34
2025
Q3 		$303K Buy
+4,015
New +$293K 0.29% 35

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

Providence Financial Advisors's NEE Position: Q1 2026 in Review

Providence Financial Advisors increased its NextEra Energy (NEE) stake by 3.9% in Q1 2026, buying an estimated $13.9K and bringing the position to 4,171 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #33.

Providence Financial Advisors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Providence Financial Advisors held 4,171 shares of NextEra Energy worth $387K as of Q1 2026.
  • Providence Financial Advisors bought 156 NextEra Energy shares in Q1 2026, an estimated $13.9K.
  • NextEra Energy made up 0.22% of Providence Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • Providence Financial Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Providence Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.