Concord Wealth Partners’s NextEra Energy NEE Stock Holding History

Concord 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 Q2	$5.64M	Buy	64,250 +14,989	+30%	+$1.36M	0.65%	35
2026 Q1	$4.58M	Buy	49,261 +1,231	+3%	+$109K	0.59%	38
2025 Q4	$3.86M	Buy	48,030 +373	+0.8%	+$30.9K	0.5%	43
2025 Q3	$3.6M	Sell	47,657 -8,205	-15%	-$600K	0.5%	40
2025 Q2	$3.88M	Buy	55,862 +1,538	+3%	+$107K	0.57%	36
2025 Q1	$3.85M	Buy	54,324 +8,822	+19%	+$623K	0.63%	34
2024 Q4	$3.26M	Buy	45,502 +2,942	+7%	+$229K	0.53%	46
2024 Q3	$3.6M	Buy	42,560 +6,475	+18%	+$505K	0.6%	44
2024 Q2	$2.56M	Buy	36,085 +1,255	+4%	+$89K	0.45%	54
2024 Q1	$2.23M	Buy	34,830 +6,519	+23%	+$382K	0.4%	60
2023 Q4	$1.72M	Buy	28,311 +3,889	+16%	+$222K	0.34%	62
2023 Q3	$1.4M	Buy	24,422 +10,667	+78%	+$738K	0.3%	59
2023 Q2	$1.02M	Buy	13,755 +3,132	+29%	+$237K	0.22%	70
2023 Q1	$819K	Buy	10,623 +5,890	+124%	+$453K	0.23%	61
2022 Q4	$396K	Sell	4,733 -1,648	-26%	-$133K	0.12%	106
2022 Q3	$500K	Sell	6,381 -187	-3%	-$15.9K	0.16%	88
2022 Q2	$509K	Sell	6,568 -138	-2%	-$10.5K	0.14%	96
2022 Q1	$568K	Buy	6,706 +94	+1%	+$7.53K	0.15%	92
2021 Q4	$617K	Buy	6,612 +3,500	+112%	+$302K	0.15%	83
2021 Q3	$244K	Sell	3,112 -1,678	-35%	-$135K	0.1%	75
2021 Q2	$351K	Buy	4,790 +735	+18%	+$55.2K	0.1%	92
2021 Q1	$307K	Buy	4,055 +2,633	+185%	+$205K	0.1%	99
2020 Q4	$110K	Buy	+1,422	New	+$106K	0.08%	126

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's NEE Position: Q2 2026 in Review

Concord Wealth Partners increased its NextEra Energy (NEE) stake by 30% in Q2 2026, buying an estimated $1.36M and bringing the position to 64,250 shares worth $5.64M. The position accounts for 0.65% of the portfolio, ranked #35.

Concord Wealth Partners first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Concord Wealth Partners held 64,250 shares of NextEra Energy worth $5.64M as of Q2 2026.
Concord Wealth Partners bought 14,989 NextEra Energy shares in Q2 2026, an estimated $1.36M.
NextEra Energy made up 0.65% of Concord Wealth Partners's portfolio in Q2 2026, its #35 holding.
Concord Wealth Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.