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 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 $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

1 North Wealth Services's NEE Position: Q1 2026 in Review

1 North Wealth Services held its NextEra Energy (NEE) position steady in Q1 2026 at 364 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #99.

1 North Wealth Services first reported a position in NEE in Q1 2019 and has held it in 8 quarters since. The position peaked at $53K in Q4 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

1 North Wealth Services held 364 shares of NextEra Energy worth $33.8K as of Q1 2026.
1 North Wealth Services left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #99 holding.
1 North Wealth Services first reported a position in NextEra Energy in Q1 2019 and has held it in 8 quarters since.
1 North Wealth Services's NextEra Energy position peaked at $53K in Q4 2019.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.