Aspen Wealth Strategies’s NextEra Energy NEE Stock Holding History

Aspen Wealth Strategies’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	$565K	Buy	6,082 +354	+6%	+$31.5K	0.3%	54
2025 Q4	$460K	Buy	5,728 +15	+0.3%	+$1.24K	0.25%	55
2025 Q3	$431K	Sell	5,713 -1,112	-16%	-$81.2K	0.24%	57
2025 Q2	$474K	Sell	6,825 -679	-9%	-$47.2K	0.29%	51
2025 Q1	$532K	Buy	7,504 +134	+2%	+$9.46K	0.35%	47
2024 Q4	$528K	Buy	7,370 +1,511	+26%	+$117K	0.34%	46
2024 Q3	$495K	Buy	+5,859	New	+$457K	0.32%	45

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

Aspen Wealth Strategies's NEE Position: Q1 2026 in Review

Aspen Wealth Strategies increased its NextEra Energy (NEE) stake by 6.2% in Q1 2026, buying an estimated $31.5K and bringing the position to 6,082 shares worth $565K. The position accounts for 0.3% of the portfolio, ranked #54.

Aspen Wealth Strategies first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aspen Wealth Strategies held 6,082 shares of NextEra Energy worth $565K as of Q1 2026.
Aspen Wealth Strategies bought 354 NextEra Energy shares in Q1 2026, an estimated $31.5K.
NextEra Energy made up 0.3% of Aspen Wealth Strategies's portfolio in Q1 2026, its #54 holding.
Aspen Wealth Strategies first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.