Collaborative Wealth Management’s NextEra Energy NEE Stock Holding History

Collaborative 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	–	Sell	-5,226	Closed	-$420K	–	211
2025 Q4	$420K	Buy	+5,226	New	+$433K	0.15%	127
2024 Q4	–	Sell	-2,625	Closed	-$222K	–	184
2024 Q3	$222K	Buy	+2,625	New	+$205K	0.1%	160
2023 Q2	–	Sell	-3,353	Closed	-$258K	–	171
2023 Q1	$258K	Buy	3,353 +1	+0%	+$77	0.16%	140
2022 Q4	$280K	Buy	3,352 +1	+0%	+$81	0.18%	133
2022 Q3	$263K	Buy	3,351 +370	+12%	+$31.4K	0.19%	132
2022 Q2	$231K	Buy	+2,981	New	+$227K	0.15%	162
2021 Q4	$328K	Buy	+3,515	New	+$304K	0.18%	156
2021 Q1	$256K	Buy	+3,016	New	+$235K	0.15%	163

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

Collaborative Wealth Management's NEE Position: Q1 2026 in Review

Collaborative Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 5,226 shares — an estimated $420K sold.

Collaborative Wealth Management first reported a position in NEE in Q1 2021 and held it in 8 quarters. The position peaked at $420K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Collaborative Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Collaborative Wealth Management sold 5,226 NextEra Energy shares in Q1 2026, an estimated $420K.
Collaborative Wealth Management first reported a position in NextEra Energy in Q1 2021 and held it in 8 quarters.
Collaborative Wealth Management's NextEra Energy position peaked at $420K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.