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 Q2	$2.83M	Sell	32,276 -102	-0.3%	-$9.23K	0.8%	7
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 $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

Core Wealth Management's NEE Position: Q2 2026 in Review

Core Wealth Management reduced its NextEra Energy (NEE) stake by 0.32% in Q2 2026, selling an estimated $9.23K and leaving 32,276 shares worth $2.83M. The position accounts for 0.8% of the portfolio, ranked #7.

Core Wealth Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.01M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Core Wealth Management held 32,276 shares of NextEra Energy worth $2.83M as of Q2 2026.
Core Wealth Management sold 102 NextEra Energy shares in Q2 2026, an estimated $9.23K.
NextEra Energy made up 0.8% of Core Wealth Management's portfolio in Q2 2026, its #7 holding.
Core Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Core Wealth Management's NextEra Energy position peaked at $3.01M in Q1 2026.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.