Blossom Wealth Management’s NextEra Energy NEE Stock Holding History

Blossom 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	$329K	Sell	3,745 -320	-8%	-$28.9K	0.46%	59
2026 Q1	$378K	Buy	4,065 +95	+2%	+$8.45K	0.56%	52
2025 Q4	$319K	Sell	3,970 -655	-14%	-$54.3K	0.53%	57
2025 Q3	$349K	Buy	4,625 +150	+3%	+$11K	0.56%	54
2025 Q2	$311K	Sell	4,475 -100	-2%	-$6.95K	0.55%	57
2025 Q1	$324K	Buy	4,575 +175	+4%	+$12.4K	0.65%	54
2024 Q4	$315K	Buy	4,400 +15	+0.3%	+$1.17K	0.61%	51
2024 Q3	$371K	Hold	4,385	–	–	0.75%	45
2024 Q2	$311K	Hold	4,385	–	–	0.68%	49
2024 Q1	$280K	Buy	4,385 +845	+24%	+$49.5K	0.67%	55
2023 Q4	$215K	Buy	+3,540	New	+$202K	0.58%	60
2023 Q3	–	Sell	-3,010	Closed	-$223K	–	62
2023 Q2	$223K	Buy	3,010 +90	+3%	+$6.81K	0.82%	50
2023 Q1	$225K	Buy	2,920 +260	+10%	+$20K	0.92%	46
2022 Q4	$222K	Buy	2,660 +35	+1%	+$2.83K	1.07%	41
2022 Q3	$206K	Buy	2,625 +15	+0.6%	+$1.27K	1.16%	37
2022 Q2	$202K	Buy	2,610 +25	+1%	+$1.9K	1.02%	43
2022 Q1	$219K	Buy	+2,585	New	+$207K	0.99%	45

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Blossom Wealth Management reduced its NextEra Energy (NEE) stake by 7.9% in Q2 2026, selling an estimated $28.9K and leaving 3,745 shares worth $329K. The position accounts for 0.46% of the portfolio, ranked #59.

Blossom Wealth Management first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $378K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Blossom Wealth Management held 3,745 shares of NextEra Energy worth $329K as of Q2 2026.
Blossom Wealth Management sold 320 NextEra Energy shares in Q2 2026, an estimated $28.9K.
NextEra Energy made up 0.46% of Blossom Wealth Management's portfolio in Q2 2026, its #59 holding.
Blossom Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
Blossom Wealth Management's NextEra Energy position peaked at $378K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.