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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clay Northam Wealth Management's NEE Position: Q1 2026 in Review

Clay Northam Wealth Management reduced its NextEra Energy (NEE) stake by 0.11% in Q1 2026, selling an estimated $445 and leaving 4,663 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #64.

Clay Northam Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $477K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Clay Northam Wealth Management held 4,663 shares of NextEra Energy worth $433K as of Q1 2026.
Clay Northam Wealth Management sold 5 NextEra Energy shares in Q1 2026, an estimated $445.
NextEra Energy made up 0.24% of Clay Northam Wealth Management's portfolio in Q1 2026, its #64 holding.
Clay Northam Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Clay Northam Wealth Management's NextEra Energy position peaked at $477K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.