Aries Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Hold |
14,114
| – | – | 0.24% | 87 |
|
|
2026
Q1 | $1.31M | Sell |
14,114
-10
| -0.1% | -$889 | 0.29% | 76 |
|
|
2025
Q4 | $1.13M | Sell |
14,124
-799
| -5% | -$66.2K | 0.25% | 83 |
|
|
2025
Q3 | $1.13M | Sell |
14,923
-407
| -3% | -$29.7K | 0.27% | 89 |
|
|
2025
Q2 | $1.06M | Sell |
15,330
-1,431
| -9% | -$99.4K | 0.28% | 87 |
|
|
2025
Q1 | $1.19M | Buy |
16,761
+1,098
| +7% | +$77.5K | 0.32% | 77 |
|
|
2024
Q4 | $1.12M | Sell |
15,663
-175
| -1% | -$13.6K | 0.31% | 80 |
|
|
2024
Q3 | $1.34M | Buy |
15,838
+2,596
| +20% | +$203K | 0.37% | 70 |
|
|
2024
Q2 | $938K | Sell |
13,242
-21
| -0.2% | -$1.49K | 0.3% | 80 |
|
|
2024
Q1 | $848K | Hold |
13,263
| – | – | 0.27% | 89 |
|
|
2023
Q4 | $806K | Sell |
13,263
-1,572
| -11% | -$89.6K | 0.29% | 84 |
|
|
2023
Q3 | $807K | Buy |
14,835
+602
| +4% | +$41.7K | 0.32% | 81 |
|
|
2023
Q2 | $1.06M | Sell |
14,233
-425
| -3% | -$32.2K | 0.41% | 69 |
|
|
2023
Q1 | $1.13M | Buy |
14,658
+328
| +2% | +$25.2K | 0.46% | 66 |
|
|
2022
Q4 | $1.2M | Buy |
14,330
+931
| +7% | +$75.2K | 0.52% | 59 |
|
|
2022
Q3 | $1.04M | Buy |
13,399
+429
| +3% | +$36.4K | 0.46% | 63 |
|
|
2022
Q2 | $1M | Buy |
+12,970
| New | +$987K | 0.46% | 60 |
|
|
2022
Q1 | – | Sell |
-10,253
| Closed | -$957K | – | 168 |
|
|
2021
Q4 | $957K | Hold |
10,253
| – | – | 0.36% | 69 |
|
|
2021
Q3 | $805K | Buy |
10,253
+815
| +9% | +$65.7K | 0.34% | 76 |
|
|
2021
Q2 | $692K | Buy |
9,438
+410
| +5% | +$30.8K | 0.3% | 81 |
|
|
2021
Q1 | $714K | Buy |
9,028
+4,200
| +87% | +$328K | 0.32% | 77 |
|
|
2020
Q4 | $392K | Hold |
4,828
| – | – | 0.2% | 106 |
|
|
2020
Q3 | $335K | Sell |
4,828
-280
| -5% | -$19.3K | 0.19% | 104 |
|
|
2020
Q2 | $307K | Buy |
5,108
+432
| +9% | +$25.9K | 0.19% | 106 |
|
|
2020
Q1 | $265K | Hold |
4,676
| – | – | 0.2% | 105 |
|
|
2019
Q4 | $282K | Hold |
4,676
| – | – | 0.17% | 119 |
|
|
2019
Q3 | $268K | Sell |
4,676
-44
| -0.9% | -$2.38K | 0.18% | 116 |
|
|
2019
Q2 | $246K | Hold |
4,720
| – | – | 0.17% | 125 |
|
|
2019
Q1 | $228K | Buy |
+4,720
| New | +$216K | 0.17% | 127 |
|
|
2018
Q1 | – | Sell |
-5,980
| Closed | -$224K | – | 132 |
|
|
2017
Q4 | $224K | Buy |
+5,980
| New | +$231K | 0.21% | 110 |
|
Other funds holding NEE
Aries Wealth Management's NEE Position: Q2 2026 in Review
Aries Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 14,114 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #87.
Aries Wealth Management first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Aries Wealth Management held 14,114 shares of NextEra Energy worth $1.24M as of Q2 2026.
- Aries Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.24% of Aries Wealth Management's portfolio in Q2 2026, its #87 holding.
- Aries Wealth Management first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
- Aries Wealth Management's NextEra Energy position peaked at $1.34M in Q3 2024.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.