Stiles Financial Services’s NextEra Energy NEE Stock Holding History

Stiles Financial Services’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	$2.86M	Sell	30,743 -416	-1%	-$37K	0.87%	36
2025 Q4	$2.5M	Sell	31,159 -1,914	-6%	-$159K	0.77%	43
2025 Q3	$2.5M	Sell	33,073 -318	-1%	-$23.2K	0.79%	39
2025 Q2	$2.32M	Sell	33,391 -827	-2%	-$57.4K	0.8%	45
2025 Q1	$2.43M	Sell	34,218 -1,393	-4%	-$98.3K	0.93%	34
2024 Q4	$2.55M	Sell	35,611 -205	-0.6%	-$15.9K	0.92%	33
2024 Q3	$3.03M	Buy	35,816 +1	+0%	+$78	1.07%	28
2024 Q2	$2.54M	Buy	35,815 +212	+0.6%	+$15K	0.98%	32
2024 Q1	$2.28M	Buy	35,603 +423	+1%	+$24.8K	0.91%	34
2023 Q4	$2.14M	Buy	35,180 +2,899	+9%	+$165K	0.97%	33
2023 Q3	$1.85M	Sell	32,281 -118	-0.4%	-$8.17K	0.96%	31
2023 Q2	$2.4M	Sell	32,399 -45	-0.1%	-$3.41K	1.19%	22
2023 Q1	$2.5M	Buy	32,444 +1,255	+4%	+$96.5K	1.34%	18
2022 Q4	$2.61M	Buy	31,189 +460	+1%	+$37.2K	1.49%	19
2022 Q3	$2.41M	Buy	30,729 +1,765	+6%	+$150K	1.46%	16
2022 Q2	$2.24M	Buy	28,964 +860	+3%	+$65.5K	1.35%	20
2022 Q1	$2.39M	Buy	28,104 +670	+2%	+$53.7K	1.2%	21
2021 Q4	$2.56M	Buy	+27,434	New	+$2.37M	1.23%	20

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

Stiles Financial Services's NEE Position: Q1 2026 in Review

Stiles Financial Services reduced its NextEra Energy (NEE) stake by 1.3% in Q1 2026, selling an estimated $37K and leaving 30,743 shares worth $2.86M. The position accounts for 0.87% of the portfolio, ranked #36.

Stiles Financial Services first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stiles Financial Services held 30,743 shares of NextEra Energy worth $2.86M as of Q1 2026.
Stiles Financial Services sold 416 NextEra Energy shares in Q1 2026, an estimated $37K.
NextEra Energy made up 0.87% of Stiles Financial Services's portfolio in Q1 2026, its #36 holding.
Stiles Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's NextEra Energy position peaked at $3.03M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.