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Resurgent Financial Advisors’s NextEra Energy NEE Stock Holding History

Resurgent 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 		$1.55M Buy
16,644
+1,065
+7% +$94.7K 0.56% 40
2025
Q4 		$1.25M Sell
15,579
-602
-4% -$49.9K 0.63% 37
2025
Q3 		$1.22M Sell
16,181
-1,510
-9% -$110K 0.6% 40
2025
Q2 		$1.23M Buy
17,691
+812
+5% +$56.4K 0.67% 38
2025
Q1 		$1.2M Buy
16,879
+1,202
+8% +$84.8K 0.72% 34
2024
Q4 		$1.12M Sell
15,677
-82
-0.5% -$6.37K 0.66% 36
2024
Q3 		$1.33M Buy
15,759
+200
+1% +$15.6K 0.78% 32
2024
Q2 		$1.1M Buy
15,559
+1,073
+7% +$76.1K 0.68% 39
2024
Q1 		$926K Sell
14,486
-142
-1% -$8.32K 0.49% 58
2023
Q4 		$889K Sell
14,628
-3,052
-17% -$174K 0.55% 42
2023
Q3 		$1.01M Buy
17,680
+51
+0.3% +$3.53K 0.69% 34
2023
Q2 		$1.31M Sell
17,629
-1,138
-6% -$86.2K 0.86% 23
2023
Q1 		$1.45M Buy
18,767
+120
+0.6% +$9.23K 0.96% 24
2022
Q4 		$1.56M Buy
18,647
+489
+3% +$39.5K 0.82% 27
2022
Q3 		$1.42M Buy
18,158
+3,737
+26% +$317K 0.95% 23
2022
Q2 		$1.12M Buy
14,421
+2,893
+25% +$220K 0.72% 37
2022
Q1 		$977K Buy
11,528
+1,137
+11% +$91.1K 0.61% 42
2021
Q4 		$970K Buy
+10,391
New +$898K 0.77% 37

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

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

Resurgent Financial Advisors increased its NextEra Energy (NEE) stake by 6.8% in Q1 2026, buying an estimated $94.7K and bringing the position to 16,644 shares worth $1.55M. The position accounts for 0.56% of the portfolio, ranked #40.

Resurgent Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Resurgent Financial Advisors held 16,644 shares of NextEra Energy worth $1.55M as of Q1 2026.
  • Resurgent Financial Advisors bought 1,065 NextEra Energy shares in Q1 2026, an estimated $94.7K.
  • NextEra Energy made up 0.56% of Resurgent Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Resurgent Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's NextEra Energy position peaked at $1.56M in Q4 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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