1 North Wealth Services’s NextEra Energy NEE Stock Holding History

1 North Wealth 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	$31.9K	Hold	364	–	–	0.01%	113
2026 Q1	$33.8K	Hold	364	–	–	0.01%	99
2025 Q4	$29.2K	Hold	364	–	–	0.01%	110
2025 Q3	$27.5K	Hold	364	–	–	0.01%	104
2025 Q2	$25.3K	Hold	364	–	–	0.01%	107
2025 Q1	$25.8K	Buy	+364	New	+$25.7K	0.01%	104
2019 Q4	$53K	Buy	876 +772	+742%	+$45.1K	0.03%	88
2019 Q3	$6K	Buy	+104	New	+$5.63K	﹤0.01%	194
2019 Q1	$5K	Buy	+104	New	+$4.75K	﹤0.01%	199

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1 North Wealth Services's NEE Position: Q2 2026 in Review

1 North Wealth Services held its NextEra Energy (NEE) position steady in Q2 2026 at 364 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #113.

1 North Wealth Services first reported a position in NEE in Q1 2019 and has held it in 9 quarters since. The position peaked at $53K in Q4 2019. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

1 North Wealth Services held 364 shares of NextEra Energy worth $31.9K as of Q2 2026.
1 North Wealth Services left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #113 holding.
1 North Wealth Services first reported a position in NextEra Energy in Q1 2019 and has held it in 9 quarters since.
1 North Wealth Services's NextEra Energy position peaked at $53K in Q4 2019.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.