Safe Harbor Fiduciary’s NextEra Energy NEE Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-10	Closed	-$803	–	138
2025 Q4	$803	Buy	+10	New	+$828	﹤0.01%	200
2025 Q2	–	Sell	-80	Closed	-$5.67K	–	252
2025 Q1	$5.67K	Hold	80	–	–	0.01%	158
2024 Q4	$5.74K	Hold	80	–	–	0.01%	139
2024 Q3	$6.76K	Buy	+80	New	+$6.24K	0.01%	143

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

Safe Harbor Fiduciary's NEE Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 10 shares — an estimated $803 sold.

Safe Harbor Fiduciary first reported a position in NEE in Q3 2024 and held it in 4 quarters. The position peaked at $6.76K in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Safe Harbor Fiduciary reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 10 NextEra Energy shares in Q1 2026, an estimated $803.
Safe Harbor Fiduciary first reported a position in NextEra Energy in Q3 2024 and held it in 4 quarters.
Safe Harbor Fiduciary's NextEra Energy position peaked at $6.76K in Q3 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.