4J Wealth Management’s NextEra Energy NEE Stock Holding History

4J 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	–	Sell	-2,543	Closed	-$204K	–	103
2025 Q4	$204K	Buy	+2,543	New	+$211K	0.12%	98
2024 Q4	–	Sell	-2,571	Closed	-$217K	–	88
2024 Q3	$217K	Buy	+2,571	New	+$201K	0.17%	86
2023 Q1	–	Sell	-4,536	Closed	-$379K	–	79
2022 Q4	$379K	Sell	4,536 -874	-16%	-$70.6K	0.44%	53
2022 Q3	$424K	Buy	5,410 +701	+15%	+$59.5K	0.54%	41
2022 Q2	$365K	Buy	4,709 +112	+2%	+$8.53K	0.46%	46
2022 Q1	$389K	Sell	4,597 -75	-2%	-$6.01K	0.34%	48
2021 Q4	$436K	Sell	4,672 -242	-5%	-$20.9K	0.37%	45
2021 Q3	$386K	Hold	4,914	–	–	0.34%	50
2021 Q2	$360K	Hold	4,914	–	–	0.31%	54
2021 Q1	$372K	Buy	4,914 +1,725	+54%	+$135K	0.35%	51
2020 Q4	$246K	Buy	+3,189	New	+$239K	0.24%	66

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

4J Wealth Management's NEE Position: Q1 2026 in Review

4J Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,543 shares — an estimated $204K sold.

4J Wealth Management first reported a position in NEE in Q4 2020 and held it in 11 quarters. The position peaked at $436K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

4J Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
4J Wealth Management sold 2,543 NextEra Energy shares in Q1 2026, an estimated $204K.
4J Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 11 quarters.
4J Wealth Management's NextEra Energy position peaked at $436K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on 4J Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.