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 Q2	–	Sell	-13,614	Closed	-$1.26M	–	259
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

49 Wealth Management's NEE Position: Q2 2026 in Review

49 Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 13,614 shares — an estimated $1.26M sold.

49 Wealth Management first reported a position in NEE in Q3 2024 and held it in 7 quarters. The position peaked at $1.26M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

49 Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 13,614 NextEra Energy shares in Q2 2026, an estimated $1.26M.
49 Wealth Management first reported a position in NextEra Energy in Q3 2024 and held it in 7 quarters.
49 Wealth Management's NextEra Energy position peaked at $1.26M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.