Clay Northam Wealth Management’s NextEra Energy NEE Stock Holding History

Clay Northam 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	$406K	Sell	4,630 -33	-0.7%	-$2.98K	0.2%	68
2026 Q1	$433K	Sell	4,663 -5	-0.1%	-$445	0.24%	64
2025 Q4	$375K	Sell	4,668 -17	-0.4%	-$1.41K	0.21%	64
2025 Q3	$354K	Buy	4,685 +1	+0%	+$73	0.2%	66
2025 Q2	$325K	Sell	4,684 -199	-4%	-$13.8K	0.21%	60
2025 Q1	$346K	Sell	4,883 -2	-0%	-$141	0.24%	57
2024 Q4	$350K	Buy	4,885 +36	+0.7%	+$2.8K	0.23%	56
2024 Q3	$410K	Buy	4,849 +60	+1%	+$4.68K	0.28%	49
2024 Q2	$339K	Sell	4,789 -194	-4%	-$13.8K	0.26%	52
2024 Q1	$318K	Buy	4,983 +1	+0%	+$59	0.26%	58
2023 Q4	$303K	Buy	4,982 +4	+0.1%	+$228	0.27%	56
2023 Q3	$285K	Buy	4,978 +4	+0.1%	+$277	0.28%	55
2023 Q2	$369K	Hold	4,974	–	–	0.35%	45
2023 Q1	$383K	Buy	4,974 +1	+0%	+$77	0.39%	45
2022 Q4	$416K	Hold	4,973	–	–	0.48%	37
2022 Q3	$390K	Sell	4,973 -149	-3%	-$12.6K	0.49%	42
2022 Q2	$397K	Buy	5,122 +12	+0.2%	+$914	0.49%	40
2022 Q1	$433K	Hold	5,110	–	–	0.44%	49
2021 Q4	$477K	Buy	+5,110	New	+$442K	0.45%	47

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 $3.38T AUM 44.17% 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

Clay Northam Wealth Management's NEE Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its NextEra Energy (NEE) stake by 0.71% in Q2 2026, selling an estimated $2.98K and leaving 4,630 shares worth $406K. The position accounts for 0.2% of the portfolio, ranked #68.

Clay Northam Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $477K in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Clay Northam Wealth Management held 4,630 shares of NextEra Energy worth $406K as of Q2 2026.
Clay Northam Wealth Management sold 33 NextEra Energy shares in Q2 2026, an estimated $2.98K.
NextEra Energy made up 0.2% of Clay Northam Wealth Management's portfolio in Q2 2026, its #68 holding.
Clay Northam Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's NextEra Energy position peaked at $477K in Q4 2021.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.