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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
Q2 		$2M Sell
22,808
-222
-1% -$20.1K 0.91% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boomfish Wealth Group's NEE Position: Q2 2026 in Review

Boomfish Wealth Group reduced its NextEra Energy (NEE) stake by 0.96% in Q2 2026, selling an estimated $20.1K and leaving 22,808 shares worth $2M. The position accounts for 0.91% of the portfolio, ranked #49.

Boomfish Wealth Group first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Boomfish Wealth Group held 22,808 shares of NextEra Energy worth $2M as of Q2 2026.
  • Boomfish Wealth Group sold 222 NextEra Energy shares in Q2 2026, an estimated $20.1K.
  • NextEra Energy made up 0.91% of Boomfish Wealth Group's portfolio in Q2 2026, its #49 holding.
  • Boomfish Wealth Group first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's NextEra Energy position peaked at $2.14M in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.