Ascent Wealth Partners’s NextEra Energy NEE Stock Holding History

Ascent Wealth Partners’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	$784K	Buy	8,436 +87	+1%	+$7.74K	0.09%	125
2025 Q4	$670K	Sell	8,349 -74	-0.9%	-$6.13K	0.08%	125
2025 Q3	$636K	Sell	8,423 -18,693	-69%	-$1.37M	0.07%	129
2025 Q2	$1.84M	Sell	27,116 -7,780	-22%	-$540K	0.23%	90
2025 Q1	$2.47M	Buy	34,896 +8,155	+30%	+$576K	0.33%	66
2024 Q4	$1.92M	Buy	26,741 +49	+0.2%	+$3.81K	0.26%	74
2024 Q3	$2.26M	Buy	26,692 +13	+0%	+$1.01K	0.31%	66
2024 Q2	$1.89M	Buy	26,679 +1,567	+6%	+$111K	0.28%	73
2024 Q1	$1.6M	Sell	25,112 -1,531	-6%	-$89.7K	0.24%	81
2023 Q4	$1.62M	Buy	26,643 +2,373	+10%	+$135K	0.26%	72
2023 Q3	$1.39M	Buy	24,270 +78	+0.3%	+$5.4K	0.26%	78
2023 Q2	$1.76M	Buy	24,192 +9,168	+61%	+$694K	0.31%	66
2023 Q1	$1.16M	Buy	15,024 +205	+1%	+$15.8K	0.23%	90
2022 Q4	$1.24M	Sell	14,819 -822	-5%	-$66.4K	0.27%	82
2022 Q3	$1.23M	Sell	15,641 -8,119	-34%	-$689K	0.29%	75
2022 Q2	$1.85M	Buy	23,760 +14,597	+159%	+$1.11M	0.42%	60
2022 Q1	$776K	Buy	+9,163	New	+$734K	0.15%	97
2021 Q4	–	Sell	-8,899	Closed	-$699K	–	148
2021 Q3	$699K	Buy	8,899 +299	+3%	+$24.1K	0.13%	96
2021 Q2	$630K	Hold	8,600	–	–	0.12%	99
2021 Q1	$650K	Hold	8,600	–	–	0.14%	86
2020 Q4	$663K	Hold	8,600	–	–	0.15%	78
2020 Q3	$597K	Hold	8,600	–	–	0.15%	77
2020 Q2	$516K	Hold	8,600	–	–	0.15%	76
2020 Q1	$517K	Hold	8,600	–	–	0.19%	75
2019 Q4	$521K	Hold	8,600	–	–	0.15%	83
2019 Q3	$501K	Hold	8,600	–	–	0.15%	85
2019 Q2	$440K	Hold	8,600	–	–	0.14%	87
2019 Q1	$416K	Hold	8,600	–	–	0.14%	88
2018 Q4	$374K	Sell	8,600 -24	-0.3%	-$1.05K	0.15%	88
2018 Q3	$361K	Buy	8,624 +24	+0.3%	+$1.02K	0.12%	101
2018 Q2	$359K	Hold	8,600	–	–	0.13%	96
2018 Q1	$351K	Hold	8,600	–	–	0.13%	100
2017 Q4	$336K	Hold	8,600	–	–	0.13%	101
2017 Q3	$315K	Hold	8,600	–	–	0.13%	101
2017 Q2	$301K	Hold	8,600	–	–	0.13%	97
2017 Q1	$276K	Hold	8,600	–	–	0.12%	103
2016 Q4	$257K	Hold	8,600	–	–	0.13%	104
2016 Q3	$263K	Hold	8,600	–	–	0.13%	102
2016 Q2	$280K	Sell	8,600 -200	-2%	-$6K	0.15%	98
2016 Q1	$260K	Buy	8,800 +200	+2%	+$5.61K	0.14%	96
2015 Q4	$223K	Hold	8,600	–	–	0.12%	100
2015 Q3	$210K	Hold	8,600	–	–	0.13%	102
2015 Q2	$211K	Hold	8,600	–	–	0.12%	110
2015 Q1	$224K	Hold	8,600	–	–	0.12%	109
2014 Q4	$229K	Hold	8,600	–	–	0.13%	107
2014 Q3	$202K	Hold	8,600	–	–	0.13%	102
2014 Q2	$220K	Hold	8,600	–	–	0.14%	97
2014 Q1	$206K	Buy	+8,600	New	+$195K	0.14%	98

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

Ascent Wealth Partners's NEE Position: Q1 2026 in Review

Ascent Wealth Partners increased its NextEra Energy (NEE) stake by 1% in Q1 2026, buying an estimated $7.74K and bringing the position to 8,436 shares worth $784K. The position accounts for 0.09% of the portfolio, ranked #125.

Ascent Wealth Partners first reported a position in NEE in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.47M in Q1 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Ascent Wealth Partners held 8,436 shares of NextEra Energy worth $784K as of Q1 2026.
Ascent Wealth Partners bought 87 NextEra Energy shares in Q1 2026, an estimated $7.74K.
NextEra Energy made up 0.09% of Ascent Wealth Partners's portfolio in Q1 2026, its #125 holding.
Ascent Wealth Partners first reported a position in NextEra Energy in Q1 2014 and has held it in 48 quarters since.
Ascent Wealth Partners's NextEra Energy position peaked at $2.47M in Q1 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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