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Shepherd Financial Partners’s NextEra Energy NEE Stock Holding History

Shepherd 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 		$2.98M Sell
32,069
-467
-1% -$41.5K 0.28% 63
2025
Q4 		$2.61M Sell
32,536
-593
-2% -$49.1K 0.24% 70
2025
Q3 		$2.5M Sell
33,129
-533
-2% -$38.9K 0.24% 72
2025
Q2 		$2.34M Sell
33,662
-83
-0.2% -$5.76K 0.25% 69
2025
Q1 		$2.39M Buy
33,745
+1,365
+4% +$96.3K 0.28% 62
2024
Q4 		$2.32M Buy
32,380
+293
+0.9% +$22.8K 0.28% 57
2024
Q3 		$2.71M Buy
32,087
+951
+3% +$74.2K 0.33% 54
2024
Q2 		$2.2M Buy
31,136
+75
+0.2% +$5.32K 0.28% 57
2024
Q1 		$1.99M Sell
31,061
-420
-1% -$24.6K 0.26% 63
2023
Q4 		$1.91M Sell
31,481
-29,218
-48% -$1.67M 0.27% 59
2023
Q3 		$3.48M Buy
60,699
+1,690
+3% +$117K 0.55% 32
2023
Q2 		$4.38M Buy
59,009
+921
+2% +$69.7K 0.68% 23
2023
Q1 		$4.48M Sell
58,088
-70
-0.1% -$5.38K 0.75% 22
2022
Q4 		$4.86M Buy
58,158
+767
+1% +$62K 0.88% 20
2022
Q3 		$4.5M Buy
57,391
+608
+1% +$51.6K 0.88% 21
2022
Q2 		$4.4M Buy
56,783
+1,012
+2% +$77K 0.86% 22
2022
Q1 		$4.72M Sell
55,771
-346
-0.6% -$27.7K 0.84% 19
2021
Q4 		$5.24M Buy
56,117
+1,223
+2% +$106K 0.91% 19
2021
Q3 		$4.31M Buy
54,894
+362
+0.7% +$29.2K 0.83% 20
2021
Q2 		$4M Buy
54,532
+655
+1% +$49.2K 0.76% 21
2021
Q1 		$4.07M Buy
53,877
+3,766
+8% +$294K 0.9% 18
2020
Q4 		$3.87M Buy
50,111
+659
+1% +$49.3K 0.88% 20
2020
Q3 		$3.43M Sell
49,452
-6,844
-12% -$472K 0.81% 16
2020
Q2 		$3.38M Buy
56,296
+16,032
+40% +$960K 0.92% 16
2020
Q1 		$2.42M Buy
40,264
+15,520
+63% +$976K 0.84% 19
2019
Q4 		$1.5M Buy
24,744
+16
+0.1% +$934 0.35% 52
2019
Q3 		$1.44M Buy
24,728
+18,720
+312% +$1.01M 0.36% 49
2019
Q2 		$308K Buy
6,008
+4
+0.1% +$197 0.06% 108
2019
Q1 		$290K Sell
6,004
-992
-14% -$45.4K 0.06% 112
2018
Q4 		$303K Sell
6,996
-1,788
-20% -$78.2K 0.07% 102
2018
Q3 		$367K Hold
8,784
– – 0.08% 91
2018
Q2 		$370K Buy
8,784
+692
+9% +$27.9K 0.08% 91
2018
Q1 		$330K Buy
8,092
+204
+3% +$7.87K 0.08% 90
2017
Q4 		$309K Hold
7,888
– – 0.07% 96
2017
Q3 		$292K Hold
7,888
– – 0.07% 98
2017
Q2 		$278K Hold
7,888
– – 0.07% 97
2017
Q1 		$258K Buy
7,888
+172
+2% +$5.41K 0.07% 98
2016
Q4 		$229K Buy
+7,716
New +$231K 0.06% 100

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

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

Shepherd Financial Partners reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $41.5K and leaving 32,069 shares worth $2.98M. The position accounts for 0.28% of the portfolio, ranked #63.

Shepherd Financial Partners first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.24M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Shepherd Financial Partners held 32,069 shares of NextEra Energy worth $2.98M as of Q1 2026.
  • Shepherd Financial Partners sold 467 NextEra Energy shares in Q1 2026, an estimated $41.5K.
  • NextEra Energy made up 0.28% of Shepherd Financial Partners's portfolio in Q1 2026, its #63 holding.
  • Shepherd Financial Partners first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's NextEra Energy position peaked at $5.24M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.