Angeles Wealth Management’s NextEra Energy NEE Stock Holding History

Angeles 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	$1.01M	Buy	10,903 +1,625	+18%	+$144K	0.06%	144
2025 Q4	$745K	Buy	9,278 +4,809	+108%	+$398K	0.04%	161
2025 Q3	$337K	Sell	4,469 -259	-5%	-$18.9K	0.02%	241
2025 Q2	$328K	Buy	4,728 +300	+7%	+$20.8K	0.02%	246
2025 Q1	$314K	Buy	4,428 +12	+0.3%	+$847	0.03%	201
2024 Q4	$317K	Buy	4,416 +775	+21%	+$60.2K	0.03%	198
2024 Q3	$308K	Buy	3,641 +308	+9%	+$24K	0.03%	195
2024 Q2	$236K	Buy	3,333 +103	+3%	+$7.31K	0.02%	212
2024 Q1	$206K	Buy	+3,230	New	+$189K	0.02%	210
2023 Q1	–	Sell	-9,497	Closed	-$794K	–	220
2022 Q4	$794K	Sell	9,497 -4,455	-32%	-$360K	0.14%	84
2022 Q3	$1.09M	Buy	+13,952	New	+$1.18M	0.22%	56

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

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

Angeles Wealth Management increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $144K and bringing the position to 10,903 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #144.

Angeles Wealth Management first reported a position in NEE in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Angeles Wealth Management held 10,903 shares of NextEra Energy worth $1.01M as of Q1 2026.
Angeles Wealth Management bought 1,625 NextEra Energy shares in Q1 2026, an estimated $144K.
NextEra Energy made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #144 holding.
Angeles Wealth Management first reported a position in NextEra Energy in Q3 2022 and has held it in 11 quarters since.
Angeles Wealth Management's NextEra Energy position peaked at $1.09M in Q3 2022.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.