Castle Wealth Management’s NextEra Energy NEE Stock Holding History

Castle 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	$1.57M	Sell	17,877 -565	-3%	-$51.1K	0.46%	50
2026 Q1	$1.71M	Sell	18,442 -522	-3%	-$46.4K	0.56%	44
2025 Q4	$1.52M	Sell	18,964 -1,273	-6%	-$105K	0.5%	48
2025 Q3	$1.53M	Sell	20,237 -542	-3%	-$39.6K	0.52%	48
2025 Q2	$1.44M	Buy	20,779 +918	+5%	+$63.8K	0.52%	50
2025 Q1	$1.41M	Buy	19,861 +590	+3%	+$41.6K	0.55%	47
2024 Q4	$1.38M	Buy	19,271 +918	+5%	+$71.3K	0.54%	48
2024 Q3	$1.55M	Buy	18,353 +4,014	+28%	+$313K	0.62%	44
2024 Q2	$1.02M	Buy	14,339 +63	+0.4%	+$4.47K	0.49%	52
2024 Q1	$912K	Buy	14,276 +2,216	+18%	+$130K	0.48%	57
2023 Q4	$733K	Sell	12,060 -318	-3%	-$18.1K	0.44%	56
2023 Q3	$709K	Buy	12,378 +801	+7%	+$55.5K	0.51%	50
2023 Q2	$859K	Buy	11,577 +94	+0.8%	+$7.12K	0.6%	41
2023 Q1	$885K	Sell	11,483 -350	-3%	-$26.9K	0.69%	38
2022 Q4	$989K	Sell	11,833 -536	-4%	-$43.3K	0.62%	36
2022 Q3	$970K	Buy	12,369 +1,800	+17%	+$153K	0.59%	35
2022 Q2	$819K	Buy	+10,569	New	+$805K	0.48%	41

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

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

Castle Wealth Management reduced its NextEra Energy (NEE) stake by 3.1% in Q2 2026, selling an estimated $51.1K and leaving 17,877 shares worth $1.57M. The position accounts for 0.46% of the portfolio, ranked #50.

Castle Wealth Management first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Castle Wealth Management held 17,877 shares of NextEra Energy worth $1.57M as of Q2 2026.
Castle Wealth Management sold 565 NextEra Energy shares in Q2 2026, an estimated $51.1K.
NextEra Energy made up 0.46% of Castle Wealth Management's portfolio in Q2 2026, its #50 holding.
Castle Wealth Management first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's NextEra Energy position peaked at $1.71M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.