BWG
NEE icon

Boomfish Wealth Group’s NextEra Energy NEE Stock Holding History

Boomfish Wealth Group’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 		$2.14M Buy
23,030
+428
+2% +$38.1K 1.14% 38
2025
Q4 		$1.81M Sell
22,602
-966
-4% -$80K 0.97% 46
2025
Q3 		$1.78M Buy
23,568
+350
+2% +$25.6K 0.96% 45
2025
Q2 		$1.61M Buy
23,218
+996
+4% +$69.2K 0.93% 51
2025
Q1 		$1.58M Buy
22,222
+1,298
+6% +$91.6K 1.02% 50
2024
Q4 		$1.5M Buy
20,924
+1,545
+8% +$120K 0.91% 49
2024
Q3 		$1.64M Sell
19,379
-1,284
-6% -$100K 1% 41
2024
Q2 		$1.46M Sell
20,663
-176
-0.8% -$12.5K 0.95% 42
2024
Q1 		$1.33M Buy
20,839
+759
+4% +$44.5K 0.9% 56
2023
Q4 		$1.22M Buy
+20,080
New +$1.14M 0.88% 53

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

Boomfish Wealth Group's NEE Position: Q1 2026 in Review

Boomfish Wealth Group increased its NextEra Energy (NEE) stake by 1.9% in Q1 2026, buying an estimated $38.1K and bringing the position to 23,030 shares worth $2.14M. The position accounts for 1.14% of the portfolio, ranked #38.

Boomfish Wealth Group first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Boomfish Wealth Group held 23,030 shares of NextEra Energy worth $2.14M as of Q1 2026.
  • Boomfish Wealth Group bought 428 NextEra Energy shares in Q1 2026, an estimated $38.1K.
  • NextEra Energy made up 1.14% of Boomfish Wealth Group's portfolio in Q1 2026, its #38 holding.
  • Boomfish Wealth Group first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.