TFC Financial Management’s NextEra Energy NEE Stock Holding History

TFC Financial Management’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	$392K	Buy	4,471 +24	+0.5%	+$2.17K	0.04%	99
2026 Q1	$413K	Hold	4,447	–	–	0.05%	86
2025 Q4	$357K	Buy	4,447 +1,350	+44%	+$112K	0.04%	93
2025 Q3	$234K	Sell	3,097 -300	-9%	-$21.9K	0.03%	118
2025 Q2	$236K	Hold	3,397	–	–	0.03%	114
2025 Q1	$241K	Sell	3,397 -346	-9%	-$24.4K	0.04%	109
2024 Q4	$268K	Sell	3,743 -379	-9%	-$29.4K	0.04%	108
2024 Q3	$348K	Buy	4,122 +1,273	+45%	+$99.3K	0.06%	88
2024 Q2	$202K	Sell	2,849 -543	-16%	-$38.5K	0.04%	121
2024 Q1	$217K	Buy	3,392 +245	+8%	+$14.4K	0.04%	112
2023 Q4	$191K	Sell	3,147 -193	-6%	-$11K	0.04%	118
2023 Q3	$191K	Buy	3,340 +23	+0.7%	+$1.59K	0.05%	114
2023 Q2	$246K	Buy	3,317 +141	+4%	+$10.7K	0.06%	92
2023 Q1	$245K	Sell	3,176 -165	-5%	-$12.7K	0.06%	90
2022 Q4	$279K	Buy	3,341 +13	+0.4%	+$1.05K	0.08%	78
2022 Q3	$261K	Hold	3,328	–	–	0.08%	75
2022 Q2	$258K	Sell	3,328 -130	-4%	-$9.9K	0.08%	84
2022 Q1	$293K	Sell	3,458 -930	-21%	-$74.5K	0.08%	76
2021 Q4	$410K	Hold	4,388	–	–	0.12%	64
2021 Q3	$345K	Hold	4,388	–	–	0.11%	70
2021 Q2	$322K	Sell	4,388 -4,400	-50%	-$330K	0.11%	70
2021 Q1	$664K	Buy	8,788 +480	+6%	+$37.5K	0.26%	30
2020 Q4	$641K	Hold	8,308	–	–	0.27%	32
2020 Q3	$576K	Buy	+8,308	New	+$574K	0.29%	28

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFC Financial Management's NEE Position: Q2 2026 in Review

TFC Financial Management increased its NextEra Energy (NEE) stake by 0.54% in Q2 2026, buying an estimated $2.17K and bringing the position to 4,471 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #99.

TFC Financial Management first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $664K in Q1 2021. 1,587 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

TFC Financial Management held 4,471 shares of NextEra Energy worth $392K as of Q2 2026.
TFC Financial Management bought 24 NextEra Energy shares in Q2 2026, an estimated $2.17K.
NextEra Energy made up 0.04% of TFC Financial Management's portfolio in Q2 2026, its #99 holding.
TFC Financial Management first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's NextEra Energy position peaked at $664K in Q1 2021.
1,587 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.