Swisher Financial Concepts’s NextEra Energy NEE Stock Holding History

Swisher Financial Concepts’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	$440K	Buy	4,733 +63	+1%	+$5.6K	0.25%	56
2025 Q4	$375K	Hold	4,670	–	–	0.21%	60
2025 Q3	$353K	Sell	4,670 -116	-2%	-$8.48K	0.21%	60
2025 Q2	$332K	Sell	4,786 -76	-2%	-$5.28K	0.21%	63
2025 Q1	$345K	Buy	4,862 +76	+2%	+$5.36K	0.28%	51
2024 Q4	$343K	Sell	4,786 -38	-0.8%	-$2.95K	0.4%	40
2024 Q3	$413K	Hold	4,824	–	–	0.26%	60
2024 Q2	$340K	Sell	4,824 -150	-3%	-$10.6K	0.34%	50
2024 Q1	$318K	Hold	4,974	–	–	0.28%	55
2023 Q4	$301K	Buy	+4,974	New	+$283K	0.29%	58

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

Swisher Financial Concepts's NEE Position: Q1 2026 in Review

Swisher Financial Concepts increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $5.6K and bringing the position to 4,733 shares worth $440K. The position accounts for 0.25% of the portfolio, ranked #56.

Swisher Financial Concepts first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Swisher Financial Concepts held 4,733 shares of NextEra Energy worth $440K as of Q1 2026.
Swisher Financial Concepts bought 63 NextEra Energy shares in Q1 2026, an estimated $5.6K.
NextEra Energy made up 0.25% of Swisher Financial Concepts's portfolio in Q1 2026, its #56 holding.
Swisher Financial Concepts first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.