Concentrum Wealth Management’s NextEra Energy NEE Stock Holding History

Concentrum 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	$565K	Buy	+6,088	New	+$541K	0.17%	58

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

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

Concentrum Wealth Management opened a new position in NextEra Energy (NEE) in Q1 2026: 6,088 shares worth $565K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings.

3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Concentrum Wealth Management held 6,088 shares of NextEra Energy worth $565K as of Q1 2026.
NextEra Energy was a new Concentrum Wealth Management position in Q1 2026.
NextEra Energy made up 0.17% of Concentrum Wealth Management's portfolio in Q1 2026, its #58 holding.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.