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Richardson Financial Services’s NextEra Energy NEE Stock Holding History

Richardson Financial Services’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
Q2 		$506K Sell
5,760
-239
-4% -$21.6K 0.29% 81
2026
Q1 		$557K Sell
5,999
-2,506
-29% -$223K 0.35% 70
2025
Q4 		$683K Buy
8,505
+39
+0.5% +$3.23K 0.22% 58
2025
Q3 		$639K Sell
8,466
-134
-2% -$9.79K 0.4% 59
2025
Q2 		$628K Sell
8,600
-336
-4% -$23.3K 0.42% 64
2025
Q1 		$633K Sell
8,936
-202
-2% -$14.3K 0.48% 55
2024
Q4 		$656K Buy
9,138
+60
+0.7% +$4.66K 0.46% 55
2024
Q3 		$643K Hold
9,078
– – 0.41% 61
2024
Q2 		$643K Sell
9,078
-428
-5% -$30.4K 0.46% 56
2024
Q1 		$608K Buy
9,506
+1,030
+12% +$60.3K 0.43% 67
2023
Q4 		$515K Buy
+8,476
New +$483K 0.45% 66

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richardson Financial Services's NEE Position: Q2 2026 in Review

Richardson Financial Services reduced its NextEra Energy (NEE) stake by 4% in Q2 2026, selling an estimated $21.6K and leaving 5,760 shares worth $506K. The position accounts for 0.29% of the portfolio, ranked #81.

Richardson Financial Services first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $683K in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Richardson Financial Services held 5,760 shares of NextEra Energy worth $506K as of Q2 2026.
  • Richardson Financial Services sold 239 NextEra Energy shares in Q2 2026, an estimated $21.6K.
  • NextEra Energy made up 0.29% of Richardson Financial Services's portfolio in Q2 2026, its #81 holding.
  • Richardson Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's NextEra Energy position peaked at $683K in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.