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Castle Rock Wealth Management’s NextEra Energy NEE Stock Holding History

Castle Rock 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 		$380K Sell
4,400
-56
-1% -$5.07K 0.07% 197
2026
Q1 		$415K Sell
4,456
-66
-1% -$5.87K 0.09% 177
2025
Q4 		$399K Buy
4,522
+30
+0.7% +$2.48K 0.09% 176
2025
Q3 		$350K Buy
4,492
+15
+0.3% +$1.1K 0.08% 195
2025
Q2 		$342K Buy
4,477
+20
+0.4% +$1.39K 0.08% 190
2025
Q1 		$316K Buy
4,457
+30
+0.7% +$2.12K 0.09% 181
2024
Q4 		$301K Sell
4,427
-25
-0.6% -$1.94K 0.07% 188
2024
Q3 		$366K Buy
4,452
+25
+0.6% +$1.95K 0.09% 179
2024
Q2 		$309K Buy
4,427
+5
+0.1% +$355 0.08% 194
2024
Q1 		$303K Sell
4,422
-4,986
-53% -$292K 0.08% 187
2023
Q4 		$580K Buy
9,408
+1,569
+20% +$89.4K 0.18% 135
2023
Q3 		$387K Sell
7,839
-3
-0% -$208 0.13% 151
2023
Q2 		$588K Buy
7,842
+767
+11% +$58.1K 0.2% 116
2023
Q1 		$535K Sell
7,075
-1,201
-15% -$92.4K 0.19% 117
2022
Q4 		$632K Buy
8,276
+454
+6% +$36.7K 0.28% 101
2022
Q3 		$595K Sell
7,822
-105
-1% -$8.91K 0.3% 88
2022
Q2 		$637K Buy
7,927
+1,211
+18% +$92.2K 0.32% 86
2022
Q1 		$550K Sell
6,716
-2,361
-26% -$189K 0.25% 120
2021
Q4 		$750K Sell
9,077
-129
-1% -$11.1K 0.31% 97
2021
Q3 		$779K Sell
9,206
-2,210
-19% -$178K 0.27% 113
2021
Q2 		$919K Sell
11,416
-9,406
-45% -$706K 0.34% 101
2021
Q1 		$1.63M Buy
20,822
+1,747
+9% +$136K 0.66% 45
2020
Q4 		$1.61M Buy
19,075
+9,055
+90% +$677K 0.67% 40
2020
Q3 		$746K Sell
10,020
-7,540
-43% -$521K 0.49% 73
2020
Q2 		$1.25M Buy
17,560
+9,760
+125% +$584K 0.73% 41
2020
Q1 		$453K Hold
7,800
– – 0.39% 66
2019
Q4 		$531K Hold
7,800
– – 0.48% 84
2019
Q3 		$433K Buy
+7,800
New +$422K 0.45% 84

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

Castle Rock Wealth Management's NEE Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $5.07K and leaving 4,400 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #197.

Castle Rock Wealth Management first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.63M in Q1 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Castle Rock Wealth Management held 4,400 shares of NextEra Energy worth $380K as of Q2 2026.
  • Castle Rock Wealth Management sold 56 NextEra Energy shares in Q2 2026, an estimated $5.07K.
  • NextEra Energy made up 0.07% of Castle Rock Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Castle Rock Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Castle Rock Wealth Management's NextEra Energy position peaked at $1.63M in Q1 2021.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.