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 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 $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

Blossom Wealth Management's NEE Position: Q1 2026 in Review

Blossom Wealth Management increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $8.45K and bringing the position to 4,065 shares worth $378K. The position accounts for 0.56% of the portfolio, ranked #52.

Blossom Wealth Management first reported a position in NEE in Q1 2022 and has held it in 16 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Blossom Wealth Management held 4,065 shares of NextEra Energy worth $378K as of Q1 2026.
Blossom Wealth Management bought 95 NextEra Energy shares in Q1 2026, an estimated $8.45K.
NextEra Energy made up 0.56% of Blossom Wealth Management's portfolio in Q1 2026, its #52 holding.
Blossom Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 16 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.