Conscious Wealth Investments’s NextEra Energy NEE Stock Holding History

Conscious Wealth Investments’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	$2.79M	Sell	30,612 -1,155	-4%	-$103K	1.56%	33
2025 Q4	$2.83M	Sell	31,767 -4,209	-12%	-$349K	1.7%	28
2025 Q3	$2.93M	Sell	35,976 -24	-0.1%	-$1.75K	1.74%	29
2025 Q2	$2.59M	Buy	36,000 +139	+0.4%	+$9.65K	1.65%	31
2025 Q1	$2.52M	Sell	35,861 -12,070	-25%	-$852K	1.75%	32
2024 Q4	$3.39M	Buy	47,931 +484	+1%	+$37.6K	2.3%	18
2024 Q3	$4.03M	Sell	47,447 -32	-0.1%	-$2.5K	2.77%	8
2024 Q2	$3.42M	Buy	47,479 +60	+0.1%	+$4.26K	2.46%	12
2024 Q1	$2.93M	Buy	+47,419	New	+$2.78M	2.22%	19

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

Conscious Wealth Investments's NEE Position: Q1 2026 in Review

Conscious Wealth Investments reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $103K and leaving 30,612 shares worth $2.79M. The position accounts for 1.56% of the portfolio, ranked #33.

Conscious Wealth Investments first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.03M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Conscious Wealth Investments held 30,612 shares of NextEra Energy worth $2.79M as of Q1 2026.
Conscious Wealth Investments sold 1,155 NextEra Energy shares in Q1 2026, an estimated $103K.
NextEra Energy made up 1.56% of Conscious Wealth Investments's portfolio in Q1 2026, its #33 holding.
Conscious Wealth Investments first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
Conscious Wealth Investments's NextEra Energy position peaked at $4.03M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.