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AE Wealth Management’s NextEra Energy NEE Stock Holding History

AE 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 		$21M Buy
226,468
+36,735
+19% +$3.27M 0.11% 194
2025
Q4 		$15.2M Buy
189,733
+24,005
+14% +$1.99M 0.09% 228
2025
Q3 		$12.5M Buy
165,728
+9,967
+6% +$728K 0.08% 241
2025
Q2 		$10.8M Buy
155,761
+104,129
+202% +$7.23M 0.08% 244
2025
Q1 		$3.66M Sell
51,632
-5,706
-10% -$403K 0.03% 405
2024
Q4 		$4.11M Sell
57,338
-7,446
-11% -$578K 0.03% 377
2024
Q3 		$5.48M Sell
64,784
-5,997
-8% -$468K 0.05% 315
2024
Q2 		$5.01M Buy
70,781
+6,340
+10% +$450K 0.05% 325
2024
Q1 		$4.12M Sell
64,441
-362,869
-85% -$21.3M 0.05% 336
2023
Q4 		$25M Buy
427,310
+44,415
+12% +$2.53M 0.13% 182
2023
Q3 		$21.9M Buy
382,895
+36,925
+11% +$2.56M 0.13% 178
2023
Q2 		$25.7M Sell
345,970
-117,955
-25% -$8.93M 0.15% 150
2023
Q1 		$35.8M Sell
463,925
-26,338
-5% -$2.03M 0.23% 87
2022
Q4 		$41M Buy
490,263
+39,944
+9% +$3.23M 0.3% 64
2022
Q3 		$35.3M Sell
450,319
-65,636
-13% -$5.57M 0.28% 71
2022
Q2 		$40M Buy
515,955
+51,347
+11% +$3.91M 0.32% 69
2022
Q1 		$39.4M Buy
464,608
+100,380
+28% +$8.04M 0.27% 78
2021
Q4 		$34M Buy
364,228
+47,932
+15% +$4.14M 0.24% 93
2021
Q3 		$24.8M Sell
316,296
-25,058
-7% -$2.02M 0.2% 111
2021
Q2 		$25M Buy
341,354
+63,255
+23% +$4.75M 0.22% 108
2021
Q1 		$21M Buy
278,099
+35,931
+15% +$2.8M 0.21% 106
2020
Q4 		$18.7M Buy
242,168
+24,824
+11% +$1.86M 0.21% 109
2020
Q3 		$15.1M Buy
217,344
+53,060
+32% +$3.66M 0.22% 104
2020
Q2 		$9.86M Buy
164,284
+54,400
+50% +$3.26M 0.15% 145
2020
Q1 		$6.61M Sell
109,884
-432
-0.4% -$27.2K 0.15% 134
2019
Q4 		$6.68M Buy
110,316
+35,320
+47% +$2.06M 0.14% 135
2019
Q3 		$4.37M Buy
74,996
+24,804
+49% +$1.34M 0.13% 161
2019
Q2 		$2.57M Buy
50,192
+16,356
+48% +$805K 0.08% 194
2019
Q1 		$1.64M Buy
33,836
+6,152
+22% +$281K 0.11% 157
2018
Q4 		$1.2M Buy
27,684
+10,860
+65% +$475K 0.21% 123
2018
Q3 		$705K Sell
16,824
-4,044
-19% -$172K 0.04% 269
2018
Q2 		$871K Buy
20,868
+13,432
+181% +$542K 0.06% 182
2018
Q1 		$304K Sell
7,436
-740
-9% -$28.5K 0.02% 322
2017
Q4 		$319K Buy
8,176
+2,288
+39% +$88.3K 0.03% 303
2017
Q3 		$216K Sell
5,888
-132
-2% -$4.83K 0.02% 371
2017
Q2 		$211K Buy
+6,020
New +$206K 0.03% 351

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

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

AE Wealth Management increased its NextEra Energy (NEE) stake by 19% in Q1 2026, buying an estimated $3.27M and bringing the position to 226,468 shares worth $21M. The position accounts for 0.11% of the portfolio, ranked #194.

AE Wealth Management first reported a position in NEE in Q2 2017 and has held it in 36 quarters since. The position peaked at $41M in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AE Wealth Management held 226,468 shares of NextEra Energy worth $21M as of Q1 2026.
  • AE Wealth Management bought 36,735 NextEra Energy shares in Q1 2026, an estimated $3.27M.
  • NextEra Energy made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #194 holding.
  • AE Wealth Management first reported a position in NextEra Energy in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's NextEra Energy position peaked at $41M in Q4 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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