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Ariadne Wealth Management’s NextEra Energy NEE Stock Holding History

Ariadne 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 		– Sell
-2,386
Closed -$219K – 262
2025
Q4 		$219K Sell
2,386
-78
-3% -$6.46K 0.09% 227
2025
Q3 		$207K Buy
+2,464
New +$180K 0.09% 227

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ariadne Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,386 shares — an estimated $219K sold.

Ariadne Wealth Management first reported a position in NEE in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ariadne Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 2,386 NextEra Energy shares in Q1 2026, an estimated $219K.
  • Ariadne Wealth Management first reported a position in NextEra Energy in Q3 2025 and held it in 2 quarters.
  • Ariadne Wealth Management's NextEra Energy position peaked at $219K in Q4 2025.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.