Strategic Financial Services’s NextEra Energy NEE Stock Holding History

Strategic 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	$2.99M	Hold	32,166	–	–	0.14%	38
2025 Q4	$2.88M	Sell	32,166 -2,041	-6%	-$169K	0.13%	41
2025 Q3	$2.58M	Sell	34,207 -331	-1%	-$24.2K	0.13%	42
2025 Q2	$2.4M	Sell	34,538 -439	-1%	-$30.5K	0.13%	40
2025 Q1	$2.48M	Sell	34,977 -755	-2%	-$53.3K	0.15%	40
2024 Q4	$2.56M	Sell	35,732 -80	-0.2%	-$6.21K	0.15%	42
2024 Q3	$3.03M	Sell	35,812 -295	-0.8%	-$23K	0.18%	34
2024 Q2	$2.56M	Buy	36,107 +100	+0.3%	+$7.09K	0.16%	38
2024 Q1	$2.3M	Sell	36,007 -1,237	-3%	-$72.5K	0.15%	38
2023 Q4	$2.26M	Sell	37,244 -93	-0.2%	-$5.3K	0.16%	37
2023 Q3	$2.14M	Sell	37,337 -666	-2%	-$46.1K	0.17%	40
2023 Q2	$2.62M	Sell	38,003 -1,104	-3%	-$83.6K	0.2%	36
2023 Q1	$3.01M	Sell	39,107 -1,650	-4%	-$127K	0.23%	31
2022 Q4	$3.41M	Sell	40,757 -3,130	-7%	-$253K	0.27%	27
2022 Q3	$3.44M	Sell	43,887 -4,153	-9%	-$352K	0.3%	27
2022 Q2	$3.72M	Sell	48,040 -4,220	-8%	-$321K	0.32%	27
2022 Q1	$4.43M	Sell	52,260 -2,699	-5%	-$216K	0.34%	26
2021 Q4	$5.13M	Sell	54,959 -690	-1%	-$59.6K	0.38%	26
2021 Q3	$4.37M	Buy	55,649 +920	+2%	+$74.2K	0.35%	27
2021 Q2	$4.01M	Sell	54,729 -875	-2%	-$65.7K	0.32%	31
2021 Q1	$4.2M	Sell	55,604 -5,911	-10%	-$461K	0.36%	33
2020 Q4	$4.75M	Sell	61,515 -4,617	-7%	-$345K	0.43%	28
2020 Q3	$4.59M	Sell	66,132 -4,084	-6%	-$282K	0.47%	27
2020 Q2	$4.22M	Sell	70,216 -29,996	-30%	-$1.8M	0.47%	29
2020 Q1	$6.03M	Sell	100,212 -16,268	-14%	-$1.02M	0.81%	23
2019 Q4	$7.05M	Sell	116,480 -22,236	-16%	-$1.3M	0.81%	26
2019 Q3	$8.08M	Sell	138,716 -3,460	-2%	-$187K	1.03%	23
2019 Q2	$7.28M	Sell	142,176 -2,660	-2%	-$131K	0.96%	23
2019 Q1	$7M	Sell	144,836 -2,720	-2%	-$124K	0.97%	25
2018 Q4	$6.41M	Buy	147,556 +344	+0.2%	+$15K	1%	23
2018 Q3	$6.17M	Sell	147,212 -5,360	-4%	-$228K	0.92%	21
2018 Q2	$6.37M	Buy	152,572 +1,452	+1%	+$58.6K	0.98%	17
2018 Q1	$6.17M	Sell	151,120 -1,164	-0.8%	-$44.9K	1%	16
2017 Q4	$5.95M	Sell	152,284 -488	-0.3%	-$18.8K	0.94%	17
2017 Q3	$5.6M	Buy	152,772 +1,708	+1%	+$62.6K	0.92%	19
2017 Q2	$5.29M	Buy	151,064 +396	+0.3%	+$13.5K	0.93%	19
2017 Q1	$4.83M	Buy	150,668 +512	+0.3%	+$16.1K	0.88%	22
2016 Q4	$4.48M	Sell	150,156 -120	-0.1%	-$3.59K	0.86%	23
2016 Q3	$4.59M	Buy	150,276 +740	+0.5%	+$23.3K	0.91%	19
2016 Q2	$4.8M	Sell	149,536 -2,000	-1%	-$60K	0.96%	20
2016 Q1	$4.48M	Buy	151,536 +10,752	+8%	+$302K	1.04%	15
2015 Q4	$3.66M	Buy	140,784 +3,600	+3%	+$91.1K	0.96%	33
2015 Q3	$3.35M	Buy	137,184 +4,440	+3%	+$113K	0.93%	33
2015 Q2	$3.25M	Sell	132,744 -1,780	-1%	-$45.2K	0.91%	44
2015 Q1	$3.5M	Sell	134,524 -628	-0.5%	-$16.6K	0.9%	43
2014 Q4	$3.59M	Buy	135,152 +360	+0.3%	+$9.09K	0.98%	40
2014 Q3	$3.16M	Buy	134,792 +1,480	+1%	+$35.7K	0.88%	49
2014 Q2	$3.42M	Buy	133,312 +900	+0.7%	+$21.9K	0.95%	37
2014 Q1	$3.17M	Buy	132,412 +7,172	+6%	+$163K	0.93%	38
2013 Q4	$2.68M	Sell	125,240 -2,540	-2%	-$53.5K	0.85%	51
2013 Q3	$2.56M	Sell	127,780 -1,620	-1%	-$33.4K	0.86%	44
2013 Q2	$2.64M	Buy	+129,400	New	+$2.57M	0.93%	37

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

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

Strategic Financial Services held its NextEra Energy (NEE) position steady in Q1 2026 at 32,166 shares worth $2.99M. The position accounts for 0.14% of the portfolio, ranked #38.

Strategic Financial Services first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.08M in Q3 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Strategic Financial Services held 32,166 shares of NextEra Energy worth $2.99M as of Q1 2026.
Strategic Financial Services left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.14% of Strategic Financial Services's portfolio in Q1 2026, its #38 holding.
Strategic Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Strategic Financial Services's NextEra Energy position peaked at $8.08M in Q3 2019.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.