Balboa Wealth Partners’s NextEra Energy NEE Stock Holding History

Balboa 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	$297K	Buy	+3,201	New	+$285K	0.05%	310
2024 Q4	–	Sell	-8,747	Closed	-$739K	–	371
2024 Q3	$739K	Sell	8,747 -607	-6%	-$47.4K	0.18%	103
2024 Q2	$662K	Buy	9,354 +1,194	+15%	+$84.7K	0.17%	104
2024 Q1	$521K	Sell	8,160 -1,520	-16%	-$89K	0.15%	118
2023 Q4	$588K	Buy	9,680 +354	+4%	+$20.2K	0.2%	98
2023 Q3	$534K	Buy	9,326 +5,849	+168%	+$405K	0.2%	92
2023 Q2	$258K	Buy	3,477 +211	+6%	+$16K	0.09%	184
2023 Q1	$252K	Buy	3,266 +474	+17%	+$36.5K	0.1%	187
2022 Q4	$233K	Sell	2,792 -332	-11%	-$26.8K	0.11%	193
2022 Q3	$245K	Buy	+3,124	New	+$265K	0.11%	169

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

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

Balboa Wealth Partners opened a new position in NextEra Energy (NEE) in Q1 2026: 3,201 shares worth $297K. The stake represents 0.05% of the portfolio and ranks #310 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in NEE as recently as Q3 2024.

Balboa Wealth Partners first reported a position in NEE in Q3 2022 and has held it in 10 quarters since. The position peaked at $739K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Balboa Wealth Partners held 3,201 shares of NextEra Energy worth $297K as of Q1 2026.
NextEra Energy was a new Balboa Wealth Partners position in Q1 2026.
NextEra Energy made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #310 holding.
Balboa Wealth Partners first reported a position in NextEra Energy in Q3 2022 and has held it in 10 quarters since.
Balboa Wealth Partners's NextEra Energy position peaked at $739K in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.