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Aegis Wealth Management (Iowa)’s NextEra Energy NEE Stock Holding History

Aegis Wealth Management (Iowa)’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
-3,225
Closed -$259K – 115
2025
Q4 		$259K Buy
+3,225
New +$267K 0.2% 80

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

Aegis Wealth Management (Iowa)'s NEE Position: Q1 2026 in Review

Aegis Wealth Management (Iowa) sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,225 shares — an estimated $259K sold.

Aegis Wealth Management (Iowa) first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Aegis Wealth Management (Iowa) reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 3,225 NextEra Energy shares in Q1 2026, an estimated $259K.
  • Aegis Wealth Management (Iowa) first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
  • Aegis Wealth Management (Iowa)'s NextEra Energy position peaked at $259K in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q1 2026, filed 20 Apr 2026.