SFA
NEE icon

Souders Financial Advisors’s NextEra Energy NEE Stock Holding History

Souders Financial 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
2026
Q1 		$2.17M Buy
23,318
+312
+1% +$27.7K 0.25% 54
2025
Q4 		$1.85M Buy
23,006
+713
+3% +$59.1K 0.21% 60
2025
Q3 		$1.68M Buy
22,293
+577
+3% +$42.2K 0.2% 63
2025
Q2 		$1.51M Sell
21,716
-443
-2% -$30.8K 0.19% 66
2025
Q1 		$1.57M Buy
22,159
+298
+1% +$21K 0.22% 65
2024
Q4 		$1.57M Sell
21,861
-538
-2% -$41.8K 0.22% 79
2024
Q3 		$1.89M Buy
22,399
+30
+0.1% +$2.34K 0.26% 70
2024
Q2 		$1.58M Sell
22,369
-664
-3% -$47.1K 0.24% 75
2024
Q1 		$1.47M Sell
23,033
-35
-0.2% -$2.05K 0.23% 77
2023
Q4 		$1.4M Sell
23,068
-556
-2% -$31.7K 0.24% 78
2023
Q3 		$1.35M Sell
23,624
-9,168
-28% -$635K 0.26% 76
2023
Q2 		$2.43M Sell
32,792
-990
-3% -$75K 0.47% 63
2023
Q1 		$2.6M Buy
33,782
+2,084
+7% +$160K 0.55% 62
2022
Q4 		$2.65M Buy
31,698
+1,492
+5% +$121K 0.61% 59
2022
Q3 		$2.37M Buy
30,206
+4,321
+17% +$367K 0.64% 54
2022
Q2 		$2M Buy
25,885
+1,570
+6% +$120K 0.58% 54
2022
Q1 		$2.06M Buy
+24,315
New +$1.95M 0.6% 52

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

Souders Financial Advisors's NEE Position: Q1 2026 in Review

Souders Financial Advisors increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $27.7K and bringing the position to 23,318 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #54.

Souders Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Souders Financial Advisors held 23,318 shares of NextEra Energy worth $2.17M as of Q1 2026.
  • Souders Financial Advisors bought 312 NextEra Energy shares in Q1 2026, an estimated $27.7K.
  • NextEra Energy made up 0.25% of Souders Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • Souders Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • Souders Financial Advisors's NextEra Energy position peaked at $2.65M in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.