Sound Financial Strategies Group’s NextEra Energy NEE Stock Holding History

Sound Financial Strategies 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	$406K	Sell	4,374 -4,453	-50%	-$396K	0.28%	56
2025 Q4	$709K	Sell	8,827 -1,034	-10%	-$85.6K	0.5%	51
2025 Q3	$744K	Sell	9,861 -811	-8%	-$59.3K	0.54%	54
2025 Q2	$741K	Buy	10,672 +324	+3%	+$22.5K	0.63%	59
2025 Q1	$734K	Sell	10,348 -1,121	-10%	-$79.1K	0.65%	57
2024 Q4	$822K	Buy	11,469 +3,563	+45%	+$277K	0.69%	47
2024 Q3	$668K	Buy	7,906 +279	+4%	+$21.8K	0.54%	59
2024 Q2	$540K	Buy	+7,627	New	+$541K	0.47%	63
2023 Q1	–	Sell	-13,126	Closed	-$1.1M	–	75
2022 Q4	$1.1M	Buy	+13,126	New	+$1.06M	0.8%	22
2022 Q2	–	Sell	-18,964	Closed	-$1.61M	–	63
2022 Q1	$1.61M	Buy	+18,964	New	+$1.52M	0.89%	31
2021 Q2	–	Sell	-7,662	Closed	-$579K	–	108
2021 Q1	$579K	Sell	7,662 -255	-3%	-$19.9K	0.3%	58
2020 Q4	$611K	Buy	+7,917	New	+$592K	0.33%	48

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

Sound Financial Strategies Group's NEE Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its NextEra Energy (NEE) stake by 50% in Q1 2026, selling an estimated $396K and leaving 4,374 shares worth $406K. The position accounts for 0.28% of the portfolio, ranked #56.

Sound Financial Strategies Group first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sound Financial Strategies Group held 4,374 shares of NextEra Energy worth $406K as of Q1 2026.
Sound Financial Strategies Group sold 4,453 NextEra Energy shares in Q1 2026, an estimated $396K.
NextEra Energy made up 0.28% of Sound Financial Strategies Group's portfolio in Q1 2026, its #56 holding.
Sound Financial Strategies Group first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
Sound Financial Strategies Group's NextEra Energy position peaked at $1.61M in Q1 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.