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Root Financial Partners’s NextEra Energy NEE Stock Holding History

Root Financial Partners’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 		$187K Buy
2,009
+307
+18% +$27.3K 0.01% 347
2025
Q4 		$137K Sell
1,702
-810
-32% -$67.1K 0.01% 368
2025
Q3 		$190K Buy
+2,512
New +$184K 0.01% 289

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

Root Financial Partners's NEE Position: Q1 2026 in Review

Root Financial Partners increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $27.3K and bringing the position to 2,009 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #347.

Root Financial Partners first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $190K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Root Financial Partners held 2,009 shares of NextEra Energy worth $187K as of Q1 2026.
  • Root Financial Partners bought 307 NextEra Energy shares in Q1 2026, an estimated $27.3K.
  • NextEra Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #347 holding.
  • Root Financial Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's NextEra Energy position peaked at $190K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.