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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
2021
Q4 		– Sell
-800
Closed -$1K – 1751
2021
Q3 		$1K Buy
+800
New +$64.5K ﹤0.01% 1611

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. 3,028 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.
  • 3,028 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.