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Centric Wealth Management’s NextEra Energy NEE Stock Holding History

Centric 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 		$1.09M Hold
11,405
– – 0.17% 93
2026
Q1 		$1.09M Sell
11,405
-1,070
-9% -$95.1K 0.22% 89
2025
Q4 		$1.08M Sell
12,475
-612
-5% -$50.7K 0.23% 87
2025
Q3 		$1.07M Buy
13,087
+81
+0.6% +$5.92K 0.24% 88
2025
Q2 		$942K Buy
13,006
+136
+1% +$9.45K 0.22% 91
2025
Q1 		$912K Buy
12,870
+593
+5% +$41.9K 0.24% 89
2024
Q4 		$880K Hold
12,277
– – 0.24% 91
2024
Q3 		$915K Sell
12,277
-360
-3% -$28.1K 0.24% 84
2024
Q2 		$938K Buy
12,637
+218
+2% +$15.5K 0.27% 72
2024
Q1 		$832K Buy
+12,419
New +$728K 0.26% 71
2023
Q4 		– Sell
-3,660
Closed -$210K – 163
2023
Q3 		$210K Hold
3,660
– – 0.09% 113
2023
Q2 		$262K Sell
3,660
-86
-2% -$6.51K 0.1% 99
2023
Q1 		$289K Hold
3,746
– – 0.13% 87
2022
Q4 		$313K Sell
3,746
-616
-14% -$49.8K 0.16% 80
2022
Q3 		$342K Sell
4,362
-41
-0.9% -$3.48K 0.14% 88
2022
Q2 		$341K Buy
4,403
+29
+0.7% +$2.21K 0.13% 101
2022
Q1 		$371K Hold
4,374
– – 0.12% 112
2021
Q4 		$408K Sell
4,374
-92
-2% -$7.95K 0.13% 107
2021
Q3 		$351K Hold
4,466
– – 0.13% 109
2021
Q2 		$327K Buy
4,466
+452
+11% +$33.9K 0.11% 116
2021
Q1 		$303K Buy
4,014
+3
+0.1% +$234 0.09% 169
2020
Q4 		$309K Buy
+4,011
New +$300K 0.1% 154

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

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

Centric Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 11,405 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #93.

Centric Wealth Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Centric Wealth Management held 11,405 shares of NextEra Energy worth $1.09M as of Q2 2026.
  • Centric Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.17% of Centric Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Centric Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.