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 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 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

Richardson Financial Services's NEE Position: Q1 2026 in Review

Richardson Financial Services reduced its NextEra Energy (NEE) stake by 29% in Q1 2026, selling an estimated $223K and leaving 5,999 shares worth $557K. The position accounts for 0.35% of the portfolio, ranked #70.

Richardson Financial Services first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $683K in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Richardson Financial Services held 5,999 shares of NextEra Energy worth $557K as of Q1 2026.
Richardson Financial Services sold 2,506 NextEra Energy shares in Q1 2026, an estimated $223K.
NextEra Energy made up 0.35% of Richardson Financial Services's portfolio in Q1 2026, its #70 holding.
Richardson Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's NextEra Energy position peaked at $683K in Q4 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.