Safe Harbor Wealth Advisors’s NextEra Energy NEE Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$249K	Buy	+2,708	New	+$224K	0.24%	86

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Safe Harbor Wealth Advisors's NEE Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in NextEra Energy (NEE) in Q4 2025: 2,708 shares worth $249K. The stake represents 0.24% of the portfolio and ranks #86 among its holdings.

2,962 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Safe Harbor Wealth Advisors held 2,708 shares of NextEra Energy worth $249K as of Q4 2025.
NextEra Energy was a new Safe Harbor Wealth Advisors position in Q4 2025.
NextEra Energy made up 0.24% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #86 holding.
2,962 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.