Aprio Wealth Management’s NextEra Energy NEE Stock Holding History

Aprio 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	$1.12M	Buy	12,047 +961	+9%	+$85.4K	0.06%	188
2025 Q4	$890K	Buy	11,086 +1,917	+21%	+$159K	0.05%	215
2025 Q3	$692K	Buy	9,169 +2,569	+39%	+$188K	0.07%	165
2025 Q2	$458K	Buy	6,600 +2,808	+74%	+$195K	0.05%	205
2025 Q1	$269K	Sell	3,792 -412	-10%	-$29.1K	0.03%	292
2024 Q4	$301K	Buy	4,204 +364	+9%	+$28.3K	0.04%	212
2024 Q3	$325K	Buy	3,840 +13	+0.3%	+$1.01K	0.05%	180
2024 Q2	$271K	Buy	3,827 +547	+17%	+$38.8K	0.05%	184
2024 Q1	$210K	Buy	+3,280	New	+$192K	0.04%	218
2022 Q3	–	Sell	-3,175	Closed	-$246K	–	120
2022 Q2	$246K	Buy	+3,175	New	+$242K	0.1%	88

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

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

Aprio Wealth Management increased its NextEra Energy (NEE) stake by 8.7% in Q1 2026, buying an estimated $85.4K and bringing the position to 12,047 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #188.

Aprio Wealth Management first reported a position in NEE in Q2 2022 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aprio Wealth Management held 12,047 shares of NextEra Energy worth $1.12M as of Q1 2026.
Aprio Wealth Management bought 961 NextEra Energy shares in Q1 2026, an estimated $85.4K.
NextEra Energy made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #188 holding.
Aprio Wealth Management first reported a position in NextEra Energy in Q2 2022 and has held it in 10 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.