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Ashton Thomas Private Wealth’s NextEra Energy NEE Stock Holding History

Ashton Thomas Private Wealth’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 		$10.6M Sell
114,078
-4,041
-3% -$359K 0.25% 81
2025
Q4 		$9.48M Buy
118,119
+4,124
+4% +$342K 0.23% 93
2025
Q3 		$8.61M Buy
113,995
+23,792
+26% +$1.74M 0.22% 108
2025
Q2 		$6.26M Buy
90,203
+3,384
+4% +$235K 0.22% 116
2025
Q1 		$6.15M Buy
86,819
+7,277
+9% +$514K 0.24% 110
2024
Q4 		$5.7M Buy
79,542
+2,127
+3% +$165K 0.22% 106
2024
Q3 		$6.54M Buy
77,415
+10,852
+16% +$847K 0.34% 73
2024
Q2 		$4.71M Buy
66,563
+8,872
+15% +$629K 0.26% 100
2024
Q1 		$3.69M Buy
57,691
+7,713
+15% +$452K 0.21% 131
2023
Q4 		$3.04M Buy
49,978
+5,493
+12% +$313K 0.19% 145
2023
Q3 		$2.55M Buy
44,485
+7,985
+22% +$553K 0.19% 150
2023
Q2 		$2.71M Buy
36,500
+9,185
+34% +$695K 0.21% 132
2023
Q1 		$2.11M Buy
27,315
+1,858
+7% +$143K 0.18% 151
2022
Q4 		$2.13M Buy
25,457
+589
+2% +$47.6K 0.21% 134
2022
Q3 		$1.95M Sell
24,868
-1,540
-6% -$131K 0.22% 127
2022
Q2 		$2.05M Sell
26,408
-13,628
-34% -$1.04M 0.22% 126
2022
Q1 		$3.39M Buy
40,036
+17,718
+79% +$1.42M 0.3% 92
2021
Q4 		$2.08M Buy
22,318
+6,714
+43% +$580K 0.2% 133
2021
Q3 		$1.23M Buy
15,604
+1,865
+14% +$150K 0.18% 137
2021
Q2 		$1.01M Buy
13,739
+1,848
+16% +$139K 0.15% 161
2021
Q1 		$899K Buy
11,891
+1,766
+17% +$138K 0.15% 158
2020
Q4 		$781K Buy
10,125
+321
+3% +$24K 0.15% 177
2020
Q3 		$680K Buy
9,804
+1,060
+12% +$73.2K 0.17% 143
2020
Q2 		$525K Buy
8,744
+2,152
+33% +$129K 0.16% 154
2020
Q1 		$396K Sell
6,592
-992
-13% -$62.4K 0.16% 139
2019
Q4 		$459K Buy
7,584
+280
+4% +$16.3K 0.15% 146
2019
Q3 		$425K Buy
7,304
+104
+1% +$5.63K 0.18% 115
2019
Q2 		$369K Buy
7,200
+1,272
+21% +$62.6K 0.14% 125
2019
Q1 		$287K Buy
+5,928
New +$271K 0.12% 137

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ashton Thomas Private Wealth's NEE Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2026, selling an estimated $359K and leaving 114,078 shares worth $10.6M. The position accounts for 0.25% of the portfolio, ranked #81.

Ashton Thomas Private Wealth first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ashton Thomas Private Wealth held 114,078 shares of NextEra Energy worth $10.6M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 4,041 NextEra Energy shares in Q1 2026, an estimated $359K.
  • NextEra Energy made up 0.25% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Ashton Thomas Private Wealth first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.