Core Wealth Management’s NextEra Energy NEE Stock Holding History

Core 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	$3.01M	Sell	32,378 -826	-2%	-$73.4K	0.92%	7
2025 Q4	$2.67M	Sell	33,204 -2,525	-7%	-$209K	0.83%	7
2025 Q3	$2.7M	Buy	35,729 +11,311	+46%	+$826K	0.87%	7
2025 Q2	$1.7M	Buy	24,418 +204	+0.8%	+$14.2K	0.6%	8
2025 Q1	$1.72M	Sell	24,214 -99	-0.4%	-$6.99K	0.66%	8
2024 Q4	$1.74M	Sell	24,313 -762	-3%	-$59.2K	0.68%	8
2024 Q3	$1.78M	Hold	25,075	–	–	0.72%	8
2024 Q2	$1.78M	Buy	25,075 +9,996	+66%	+$709K	0.72%	8
2024 Q1	$964K	Buy	15,079 +188	+1%	+$11K	0.42%	9
2023 Q4	$904K	Sell	14,891 -664	-4%	-$37.8K	0.43%	10
2023 Q3	$891K	Sell	15,555 -1,258	-7%	-$87.1K	0.46%	9
2023 Q2	$1.25M	Hold	16,813	–	–	0.63%	8
2023 Q1	$1.3M	Hold	16,813	–	–	0.7%	7
2022 Q4	$1.41M	Buy	+16,813	New	+$1.36M	0.79%	7

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

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

Core Wealth Management reduced its NextEra Energy (NEE) stake by 2.5% in Q1 2026, selling an estimated $73.4K and leaving 32,378 shares worth $3.01M. The position accounts for 0.92% of the portfolio, ranked #7.

Core Wealth Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Core Wealth Management held 32,378 shares of NextEra Energy worth $3.01M as of Q1 2026.
Core Wealth Management sold 826 NextEra Energy shares in Q1 2026, an estimated $73.4K.
NextEra Energy made up 0.92% of Core Wealth Management's portfolio in Q1 2026, its #7 holding.
Core Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.