AWE
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Avidian Wealth Enterprises’s NextEra Energy NEE Stock Holding History

Avidian Wealth Enterprises’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 		$3.8M Buy
40,951
+29,359
+253% +$2.61M 0.12% 120
2025
Q4 		$931K Sell
11,592
-876
-7% -$72.6K 0.03% 240
2025
Q3 		$941K Buy
12,468
+2,285
+22% +$167K 0.04% 234
2025
Q2 		$707K Sell
10,183
-598
-6% -$41.5K 0.03% 258
2025
Q1 		$764K Sell
10,781
-1,782
-14% -$126K 0.03% 229
2024
Q4 		$901K Sell
12,563
-121
-1% -$9.4K 0.04% 202
2024
Q3 		$1.07M Buy
12,684
+5,050
+66% +$394K 0.05% 179
2024
Q2 		$541K Buy
7,634
+1,251
+20% +$88.8K 0.02% 279
2024
Q1 		$408K Buy
6,383
+1,440
+29% +$84.4K 0.02% 299
2023
Q4 		$300K Buy
+4,943
New +$282K 0.02% 341
2023
Q3 		– Sell
-4,346
Closed -$322K – 416
2023
Q2 		$322K Sell
4,346
-6,885
-61% -$521K 0.02% 331
2023
Q1 		$866K Buy
11,231
+1,366
+14% +$105K 0.05% 218
2022
Q4 		$825K Sell
9,865
-32
-0.3% -$2.58K 0.05% 204
2022
Q3 		$776K Buy
9,897
+4
+0% +$339 0.06% 178
2022
Q2 		$766K Sell
9,893
-945
-9% -$71.9K 0.05% 199
2022
Q1 		$918K Sell
10,838
-2,315
-18% -$186K 0.06% 207
2021
Q4 		$1.23M Buy
13,153
+3,179
+32% +$275K 0.08% 161
2021
Q3 		$783K Buy
9,974
+346
+4% +$27.9K 0.06% 158
2021
Q2 		$706K Sell
9,628
-5
-0.1% -$375 0.05% 166
2021
Q1 		$728K Sell
9,633
-1,108
-10% -$86.5K 0.06% 159
2020
Q4 		$829K Buy
10,741
+345
+3% +$25.8K 0.08% 129
2020
Q3 		$721K Sell
10,396
-48
-0.5% -$3.31K 0.08% 119
2020
Q2 		$627K Buy
10,444
+1,556
+18% +$93.1K 0.08% 119
2020
Q1 		$535K Buy
8,888
+44
+0.5% +$2.77K 0.09% 101
2019
Q4 		$535K Buy
8,844
+4,208
+91% +$246K 0.08% 108
2019
Q3 		$270K Buy
4,636
+116
+3% +$6.28K 0.04% 159
2019
Q2 		$232K Buy
+4,520
New +$222K 0.05% 135

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

Avidian Wealth Enterprises's NEE Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its NextEra Energy (NEE) stake by 253% in Q1 2026, buying an estimated $2.61M and bringing the position to 40,951 shares worth $3.8M. The position accounts for 0.12% of the portfolio, ranked #120.

Avidian Wealth Enterprises first reported a position in NEE in Q2 2019 and has held it in 27 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Avidian Wealth Enterprises held 40,951 shares of NextEra Energy worth $3.8M as of Q1 2026.
  • Avidian Wealth Enterprises bought 29,359 NextEra Energy shares in Q1 2026, an estimated $2.61M.
  • NextEra Energy made up 0.12% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #120 holding.
  • Avidian Wealth Enterprises first reported a position in NextEra Energy in Q2 2019 and has held it in 27 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.