Sather Financial Group’s NextEra Energy NEE Stock Holding History

Sather Financial Group’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	$511K	Hold	5,506	–	–	0.03%	60
2025 Q4	$442K	Buy	5,506 +144	+3%	+$11.9K	0.02%	65
2025 Q3	$405K	Buy	5,362 +62	+1%	+$4.53K	0.02%	68
2025 Q2	$368K	Hold	5,300	–	–	0.02%	76
2025 Q1	$376K	Hold	5,300	–	–	0.02%	65
2024 Q4	$380K	Hold	5,300	–	–	0.02%	63
2024 Q3	$448K	Hold	5,300	–	–	0.03%	57
2024 Q2	$375K	Hold	5,300	–	–	0.03%	62
2024 Q1	$339K	Hold	5,300	–	–	0.02%	76
2023 Q4	$322K	Hold	5,300	–	–	0.02%	70
2023 Q3	$304K	Sell	5,300 -13,996	-73%	-$969K	0.03%	74
2023 Q2	$1.43M	Sell	19,296 -5	-0%	-$379	0.11%	43
2023 Q1	$1.49M	Hold	19,301	–	–	0.13%	43
2022 Q4	$1.61M	Buy	19,301 +13,661	+242%	+$1.1M	0.13%	49
2022 Q3	$442K	Buy	5,640 +21	+0.4%	+$1.78K	0.05%	52
2022 Q2	$435K	Buy	5,619 +314	+6%	+$23.9K	0.05%	54
2022 Q1	$449K	Buy	+5,305	New	+$425K	0.04%	58

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

Sather Financial Group's NEE Position: Q1 2026 in Review

Sather Financial Group held its NextEra Energy (NEE) position steady in Q1 2026 at 5,506 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #60.

Sather Financial Group first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sather Financial Group held 5,506 shares of NextEra Energy worth $511K as of Q1 2026.
Sather Financial Group left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.03% of Sather Financial Group's portfolio in Q1 2026, its #60 holding.
Sather Financial Group first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
Sather Financial Group's NextEra Energy position peaked at $1.61M in Q4 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.