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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
Q2 		$2.68M Sell
30,557
-186
-0.6% -$16.8K 0.67% 47
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stiles Financial Services's NEE Position: Q2 2026 in Review

Stiles Financial Services reduced its NextEra Energy (NEE) stake by 0.61% in Q2 2026, selling an estimated $16.8K and leaving 30,557 shares worth $2.68M. The position accounts for 0.67% of the portfolio, ranked #47.

Stiles Financial Services first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q3 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Stiles Financial Services held 30,557 shares of NextEra Energy worth $2.68M as of Q2 2026.
  • Stiles Financial Services sold 186 NextEra Energy shares in Q2 2026, an estimated $16.8K.
  • NextEra Energy made up 0.67% of Stiles Financial Services's portfolio in Q2 2026, its #47 holding.
  • Stiles Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's NextEra Energy position peaked at $3.03M in Q3 2024.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.