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Sandbox Financial Partners’s NextEra Energy NEE Stock Holding History

Sandbox 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 		$1.42M Buy
15,276
+286
+2% +$25.4K 0.4% 40
2025
Q4 		$1.2M Sell
14,990
-205
-1% -$17K 0.33% 44
2025
Q3 		$1.15M Buy
15,195
+934
+7% +$68.2K 0.33% 47
2025
Q2 		$990K Sell
14,261
-215
-1% -$14.9K 0.31% 48
2025
Q1 		$1.03M Sell
14,476
-398
-3% -$28.1K 0.36% 44
2024
Q4 		$1.07M Sell
14,874
-876
-6% -$68.1K 0.36% 43
2024
Q3 		$1.33M Buy
15,750
+1,115
+8% +$87K 0.47% 38
2024
Q2 		$1.04M Buy
14,635
+467
+3% +$33.1K 0.4% 42
2024
Q1 		$905K Sell
14,168
-582
-4% -$34.1K 0.38% 45
2023
Q4 		$896K Sell
14,750
-5,790
-28% -$330K 0.42% 41
2023
Q3 		$1.18M Sell
20,540
-1,185
-5% -$82K 0.62% 25
2023
Q2 		$1.61M Sell
21,725
-3,950
-15% -$299K 0.84% 19
2023
Q1 		$1.98M Buy
25,675
+519
+2% +$39.9K 1.19% 15
2022
Q4 		$2.1M Buy
25,156
+19
+0.1% +$1.53K 1.46% 15
2022
Q3 		$1.97M Sell
25,137
-347
-1% -$29.4K 1.44% 14
2022
Q2 		$1.97M Buy
25,484
+25
+0.1% +$1.9K 1.41% 14
2022
Q1 		$2.16M Sell
25,459
-516
-2% -$41.4K 1.23% 15
2021
Q4 		$2.42M Buy
25,975
+8,039
+45% +$695K 1.52% 12
2021
Q3 		$1.41M Buy
17,936
+1,127
+7% +$90.9K 1% 21
2021
Q2 		$1.23M Sell
16,809
-42
-0.2% -$3.15K 0.92% 21
2021
Q1 		$1.31M Buy
16,851
+2,106
+14% +$164K 1.07% 19
2020
Q4 		$1.14M Buy
+14,745
New +$1.1M 1.04% 20

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

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

Sandbox Financial Partners increased its NextEra Energy (NEE) stake by 1.9% in Q1 2026, buying an estimated $25.4K and bringing the position to 15,276 shares worth $1.42M. The position accounts for 0.4% of the portfolio, ranked #40.

Sandbox Financial Partners first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sandbox Financial Partners held 15,276 shares of NextEra Energy worth $1.42M as of Q1 2026.
  • Sandbox Financial Partners bought 286 NextEra Energy shares in Q1 2026, an estimated $25.4K.
  • NextEra Energy made up 0.4% of Sandbox Financial Partners's portfolio in Q1 2026, its #40 holding.
  • Sandbox Financial Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's NextEra Energy position peaked at $2.42M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.