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49 Wealth Management’s NextEra Energy NEE Stock Holding History

49 Wealth 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
Q1 		$1.26M Buy
13,614
+1,716
+14% +$153K 0.09% 60
2025
Q4 		$955K Buy
11,898
+1,463
+14% +$121K 0.08% 75
2025
Q3 		$788K Buy
10,435
+696
+7% +$50.9K 0.07% 72
2025
Q2 		$676K Buy
9,739
+1,894
+24% +$132K 0.07% 75
2025
Q1 		$556K Buy
7,845
+5,034
+179% +$355K 0.07% 89
2024
Q4 		$202K Buy
2,811
+41
+1% +$3.19K 0.03% 161
2024
Q3 		$234K Buy
+2,770
New +$216K 0.04% 145

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

49 Wealth Management's NEE Position: Q1 2026 in Review

49 Wealth Management increased its NextEra Energy (NEE) stake by 14% in Q1 2026, buying an estimated $153K and bringing the position to 13,614 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #60.

49 Wealth Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • 49 Wealth Management held 13,614 shares of NextEra Energy worth $1.26M as of Q1 2026.
  • 49 Wealth Management bought 1,716 NextEra Energy shares in Q1 2026, an estimated $153K.
  • NextEra Energy made up 0.09% of 49 Wealth Management's portfolio in Q1 2026, its #60 holding.
  • 49 Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.