Roxbury Financial
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Roxbury Financial’s NextEra Energy NEE Stock Holding History

Roxbury Financial’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
Q3 		$83.7K Buy
1,105
+5
+0.5% +$423 0.06% 158
2026
Q2 		$96.5K Buy
1,100
+63
+6% +$5.7K 0.08% 145
2026
Q1 		$96.3K Buy
1,037
+6
+0.6% +$533 0.09% 141
2025
Q4 		$82.7K Buy
1,031
+7
+0.7% +$580 0.07% 138
2025
Q3 		$77.3K Buy
1,024
+7
+0.7% +$511 0.07% 139
2025
Q2 		$70.6K Sell
1,017
-107
-10% -$7.43K 0.07% 145
2025
Q1 		$78.9K Buy
1,124
+8
+0.7% +$565 0.08% 132
2024
Q4 		$87.9K Buy
+1,116
New +$86.7K 0.08% 123

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roxbury Financial's NEE Position: Q3 2026 in Review

Roxbury Financial increased its NextEra Energy (NEE) stake by 0.45% in Q3 2026, buying an estimated $423 and bringing the position to 1,105 shares worth $83.7K. The position accounts for 0.06% of the portfolio, ranked #158.

Roxbury Financial first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $96.5K in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Roxbury Financial held 1,105 shares of NextEra Energy worth $83.7K as of Q3 2026.
  • Roxbury Financial bought 5 NextEra Energy shares in Q3 2026, an estimated $423.
  • NextEra Energy made up 0.06% of Roxbury Financial's portfolio in Q3 2026, its #158 holding.
  • Roxbury Financial first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's NextEra Energy position peaked at $96.5K in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.