SS&H Financial Advisors’s NextEra Energy NEE Stock Holding History

SS&H 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
2025 Q4	$1.84M	Hold	22,893	–	–	0.54%	48
2025 Q3	$1.73M	Sell	22,893 -1,200	-5%	-$87.7K	0.53%	48
2025 Q2	$1.67M	Sell	24,093 -4,000	-14%	-$278K	0.56%	46
2025 Q1	$1.99M	Hold	28,093	–	–	0.74%	37
2024 Q4	$2.02M	Buy	28,093 +212	+0.8%	+$16.5K	0.73%	35
2024 Q3	$2.36M	Sell	27,881 -270	-1%	-$21.1K	0.86%	33
2024 Q2	$1.99M	Hold	28,151	–	–	0.78%	36
2024 Q1	$1.8M	Hold	28,151	–	–	0.75%	39
2023 Q4	$1.71M	Hold	28,151	–	–	0.73%	41
2023 Q3	$1.61M	Buy	+28,151	New	+$1.95M	0.76%	39
2023 Q1	$2.24M	Sell	29,070 -840	-3%	-$64.6K	1.03%	27
2022 Q4	$2.5M	Hold	29,910	–	–	1.19%	23
2022 Q3	$2.35M	Hold	29,910	–	–	1.21%	25
2022 Q2	$2.32M	Sell	29,910 -400	-1%	-$30.5K	1.07%	25
2022 Q1	$2.57M	Buy	+30,310	New	+$2.43M	1%	29

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SS&H Financial Advisors's NEE Position: Q4 2025 in Review

SS&H Financial Advisors held its NextEra Energy (NEE) position steady in Q4 2025 at 22,893 shares worth $1.84M. The position accounts for 0.54% of the portfolio, ranked #48.

SS&H Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q1 2022. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

SS&H Financial Advisors held 22,893 shares of NextEra Energy worth $1.84M as of Q4 2025.
SS&H Financial Advisors left its NextEra Energy share count unchanged in Q4 2025.
NextEra Energy made up 0.54% of SS&H Financial Advisors's portfolio in Q4 2025, its #48 holding.
SS&H Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's NextEra Energy position peaked at $2.57M in Q1 2022.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.