Consilium Wealth Advisory’s NextEra Energy NEE Stock Holding History

Consilium Wealth Advisory’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	$293K	Buy	3,159 +399	+14%	+$35.5K	0.1%	88
2025 Q4	$222K	Buy	2,760 +19	+0.7%	+$1.57K	0.08%	91
2025 Q3	$207K	Buy	+2,741	New	+$200K	0.08%	94
2024 Q4	–	Sell	-2,657	Closed	-$225K	–	90
2024 Q3	$225K	Buy	+2,657	New	+$207K	0.12%	83
2024 Q1	–	Sell	-10,732	Closed	-$652K	–	85
2023 Q4	$652K	Buy	+10,732	New	+$612K	0.39%	48

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

Consilium Wealth Advisory's NEE Position: Q1 2026 in Review

Consilium Wealth Advisory increased its NextEra Energy (NEE) stake by 14% in Q1 2026, buying an estimated $35.5K and bringing the position to 3,159 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #88.

Consilium Wealth Advisory first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. The position peaked at $652K in Q4 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Consilium Wealth Advisory held 3,159 shares of NextEra Energy worth $293K as of Q1 2026.
Consilium Wealth Advisory bought 399 NextEra Energy shares in Q1 2026, an estimated $35.5K.
NextEra Energy made up 0.1% of Consilium Wealth Advisory's portfolio in Q1 2026, its #88 holding.
Consilium Wealth Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
Consilium Wealth Advisory's NextEra Energy position peaked at $652K in Q4 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.