Base Wealth Management’s NextEra Energy NEE Stock Holding History

Base Wealth Management’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 Q2	$373K	Hold	4,250	–	–	0.17%	49
2026 Q1	$395K	Buy	4,250 +84	+2%	+$7.47K	0.22%	42
2025 Q4	$334K	Hold	4,166	–	–	0.18%	46
2025 Q3	$314K	Buy	4,166 +1	+0%	+$73	0.18%	46
2025 Q2	$289K	Buy	4,165 +74	+2%	+$5.14K	0.19%	45
2025 Q1	$290K	Buy	+4,091	New	+$289K	0.22%	43

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Base Wealth Management's NEE Position: Q2 2026 in Review

Base Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 4,250 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #49.

Base Wealth Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $395K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Base Wealth Management held 4,250 shares of NextEra Energy worth $373K as of Q2 2026.
Base Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.17% of Base Wealth Management's portfolio in Q2 2026, its #49 holding.
Base Wealth Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's NextEra Energy position peaked at $395K in Q1 2026.
2,422 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.