Acima Private Wealth’s NextEra Energy NEE Stock Holding History

Acima Private Wealth’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	$140K	Hold	1,592	–	–	0.04%	121
2026 Q1	$148K	Hold	1,592	–	–	0.05%	120
2025 Q4	$128K	Hold	1,592	–	–	0.04%	122
2025 Q3	$120K	Hold	1,592	–	–	0.04%	130
2025 Q2	$111K	Hold	1,592	–	–	0.04%	131
2025 Q1	$113K	Hold	1,592	–	–	0.04%	131
2024 Q4	$114K	Hold	1,592	–	–	0.04%	134
2024 Q3	$135K	Hold	1,592	–	–	0.05%	131
2024 Q2	$113K	Sell	1,592 -929	-37%	-$65.9K	0.04%	131
2024 Q1	$161K	Hold	2,521	–	–	0.06%	126
2023 Q4	$153K	Sell	2,521 -540	-18%	-$30.8K	0.06%	130
2023 Q3	$175K	Sell	3,061 -147	-5%	-$10.2K	0.08%	132
2023 Q2	$238K	Hold	3,208	–	–	0.11%	122
2023 Q1	$247K	Hold	3,208	–	–	0.12%	115
2022 Q4	$268K	Sell	3,208 -1,271	-28%	-$103K	0.14%	108
2022 Q3	$351K	Hold	4,479	–	–	0.18%	90
2022 Q2	$347K	Hold	4,479	–	–	0.17%	94
2022 Q1	$379K	Hold	4,479	–	–	0.18%	101
2021 Q4	$418K	Buy	4,479 +1,271	+40%	+$110K	0.18%	95
2021 Q3	$252K	Hold	3,208	–	–	0.12%	117
2021 Q2	$235K	Hold	3,208	–	–	0.11%	117
2021 Q1	$243K	Hold	3,208	–	–	0.12%	114
2020 Q4	$247K	Buy	3,208 +720	+29%	+$53.9K	0.13%	108
2020 Q3	$173K	Sell	2,488 -168	-6%	-$11.6K	0.1%	119
2020 Q2	$159K	Sell	2,656 -244	-8%	-$14.6K	0.1%	125
2020 Q1	$174K	Hold	2,900	–	–	0.13%	119
2019 Q4	$176K	Buy	2,900 +1,320	+84%	+$77.1K	0.12%	144
2019 Q3	$92K	Hold	1,580	–	–	0.07%	163
2019 Q2	$81K	Hold	1,580	–	–	0.06%	158
2019 Q1	$76K	Buy	1,580 +680	+76%	+$31.1K	0.07%	160
2018 Q4	$39K	Buy	+900	New	+$39.4K	0.04%	167

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

Acima Private Wealth's NEE Position: Q2 2026 in Review

Acima Private Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 1,592 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #121.

Acima Private Wealth first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $418K in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Acima Private Wealth held 1,592 shares of NextEra Energy worth $140K as of Q2 2026.
Acima Private Wealth left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Acima Private Wealth's portfolio in Q2 2026, its #121 holding.
Acima Private Wealth first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's NextEra Energy position peaked at $418K in Q4 2021.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.