Clark Wealth Partners’s NextEra Energy NEE Stock Holding History

Clark Wealth Partners’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	$110K	Buy	1,248 +1,071	+605%	+$96.9K	0.06%	74
2026 Q1	$16.5K	Hold	177	–	–	0.01%	207
2025 Q4	$14.2K	Hold	177	–	–	0.01%	217
2025 Q3	$14.2K	Buy	177 +75	+74%	+$5.48K	0.01%	217
2025 Q2	$7.08K	Sell	102 -1	-1%	-$69	﹤0.01%	247
2025 Q1	$7.3K	Sell	103 -91	-47%	-$6.42K	0.01%	225
2024 Q4	$13.9K	Buy	+194	New	+$15.1K	0.01%	151

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Wealth Partners's NEE Position: Q2 2026 in Review

Clark Wealth Partners increased its NextEra Energy (NEE) stake by 605% in Q2 2026, buying an estimated $96.9K and bringing the position to 1,248 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #74.

Clark Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Clark Wealth Partners held 1,248 shares of NextEra Energy worth $110K as of Q2 2026.
Clark Wealth Partners bought 1,071 NextEra Energy shares in Q2 2026, an estimated $96.9K.
NextEra Energy made up 0.06% of Clark Wealth Partners's portfolio in Q2 2026, its #74 holding.
Clark Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.