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Centurion Wealth Management’s NextEra Energy NEE Stock Holding History

Centurion 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 		$894K Sell
10,181
-170
-2% -$15.4K 0.21% 107
2026
Q1 		$961K Sell
10,351
-15
-0.1% -$1.33K 0.22% 95
2025
Q4 		$832K Sell
10,366
-247
-2% -$20.5K 0.18% 99
2025
Q3 		$801K Buy
10,613
+51
+0.5% +$3.73K 0.18% 104
2025
Q2 		$733K Sell
10,562
-626
-6% -$43.5K 0.21% 82
2025
Q1 		$802K Hold
11,188
– – 0.25% 72
2024
Q4 		$802K Buy
11,188
+13
+0.1% +$1.01K 0.25% 72
2024
Q3 		$945K Buy
+11,175
New +$872K 0.3% 65
2024
Q1 		$713K Buy
11,150
+1
+0% +$59 0.28% 67
2023
Q4 		$677K Sell
11,149
-445
-4% -$25.4K 0.29% 59
2023
Q3 		$664K Buy
11,594
+12
+0.1% +$831 0.33% 58
2023
Q2 		$859K Sell
11,582
-257
-2% -$19.5K 0.41% 49
2023
Q1 		$913K Buy
11,839
+8
+0.1% +$615 0.46% 48
2022
Q4 		$989K Buy
+11,831
New +$956K 0.56% 44

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Centurion Wealth Management reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $15.4K and leaving 10,181 shares worth $894K. The position accounts for 0.21% of the portfolio, ranked #107.

Centurion Wealth Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $989K in Q4 2022. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Centurion Wealth Management held 10,181 shares of NextEra Energy worth $894K as of Q2 2026.
  • Centurion Wealth Management sold 170 NextEra Energy shares in Q2 2026, an estimated $15.4K.
  • NextEra Energy made up 0.21% of Centurion Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Centurion Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's NextEra Energy position peaked at $989K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.