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Wayfinding Financial’s NextEra Energy NEE Stock Holding History

Wayfinding Financial’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 		$836K Buy
9,008
+322
+4% +$28.6K 0.36% 51
2025
Q4 		$697K Sell
8,686
-47
-0.5% -$3.89K 0.3% 59
2025
Q3 		$659K Sell
8,733
-2
-0% -$146 0.28% 60
2025
Q2 		$616K Sell
8,735
-95
-1% -$6.6K 0.28% 62
2025
Q1 		$625K Buy
8,830
+65
+0.7% +$4.59K 0.27% 65
2024
Q4 		$628K Buy
+8,765
New +$681K 0.34% 57
2024
Q3 		– Sell
-9,361
Closed -$662K – 97
2024
Q2 		$662K Sell
9,361
-381
-4% -$27K 0.37% 53
2024
Q1 		$709K Sell
9,742
-2,306
-19% -$135K 0.41% 49
2023
Q4 		$731K Buy
12,048
+196
+2% +$11.2K 0.5% 41
2023
Q3 		$618K Sell
11,852
-224
-2% -$15.5K 0.47% 43
2023
Q2 		$879K Buy
12,076
+93
+0.8% +$7.04K 0.61% 31
2023
Q1 		$923K Sell
11,983
-560
-4% -$43.1K 0.7% 29
2022
Q4 		$909K Sell
12,543
-236
-2% -$19.1K 0.73% 25
2022
Q3 		$1M Sell
12,779
-42
-0.3% -$3.56K 0.94% 17
2022
Q2 		$993K Buy
12,821
+45
+0.4% +$3.43K 0.87% 20
2022
Q1 		$925K Buy
12,776
+233
+2% +$18.7K 0.77% 22
2021
Q4 		$909K Buy
+12,543
New +$1.08M 0.73% 25

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wayfinding Financial's NEE Position: Q1 2026 in Review

Wayfinding Financial increased its NextEra Energy (NEE) stake by 3.7% in Q1 2026, buying an estimated $28.6K and bringing the position to 9,008 shares worth $836K. The position accounts for 0.36% of the portfolio, ranked #51.

Wayfinding Financial first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1M in Q3 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Wayfinding Financial held 9,008 shares of NextEra Energy worth $836K as of Q1 2026.
  • Wayfinding Financial bought 322 NextEra Energy shares in Q1 2026, an estimated $28.6K.
  • NextEra Energy made up 0.36% of Wayfinding Financial's portfolio in Q1 2026, its #51 holding.
  • Wayfinding Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's NextEra Energy position peaked at $1M in Q3 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.