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 Q3	$94.5K	Hold	1,248	–	–	0.05%	91
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Clark Wealth Partners's NEE Position: Q3 2026 in Review

Clark Wealth Partners held its NextEra Energy (NEE) position steady in Q3 2026 at 1,248 shares worth $94.5K. The position accounts for 0.05% of the portfolio, ranked #91.

Clark Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $110K in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Clark Wealth Partners held 1,248 shares of NextEra Energy worth $94.5K as of Q3 2026.
Clark Wealth Partners left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.05% of Clark Wealth Partners's portfolio in Q3 2026, its #91 holding.
Clark Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's NextEra Energy position peaked at $110K in Q2 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.