Correct Capital Wealth Management’s NextEra Energy NEE Stock Holding History

Correct Capital 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	$1.3M	Buy	14,025 +204	+1%	+$18.1K	0.24%	51
2025 Q4	$1.11M	Buy	13,821 +499	+4%	+$41.3K	0.21%	56
2025 Q3	$1.01M	Sell	13,322 -114	-0.8%	-$8.33K	0.17%	65
2025 Q2	$933K	Sell	13,436 -172	-1%	-$11.9K	0.14%	62
2025 Q1	$965K	Buy	13,608 +438	+3%	+$30.9K	0.16%	53
2024 Q4	$944K	Sell	13,170 -129	-1%	-$10K	0.19%	57
2024 Q3	$1.12M	Sell	13,299 -6,778	-34%	-$529K	0.25%	49
2024 Q2	$1.42M	Buy	20,077 +1,308	+7%	+$92.8K	0.33%	35
2024 Q1	$1.2M	Buy	18,769 +3,728	+25%	+$218K	0.28%	45
2023 Q4	$914K	Buy	+15,041	New	+$857K	0.23%	46

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

Correct Capital Wealth Management's NEE Position: Q1 2026 in Review

Correct Capital Wealth Management increased its NextEra Energy (NEE) stake by 1.5% in Q1 2026, buying an estimated $18.1K and bringing the position to 14,025 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #51.

Correct Capital Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q2 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Correct Capital Wealth Management held 14,025 shares of NextEra Energy worth $1.3M as of Q1 2026.
Correct Capital Wealth Management bought 204 NextEra Energy shares in Q1 2026, an estimated $18.1K.
NextEra Energy made up 0.24% of Correct Capital Wealth Management's portfolio in Q1 2026, its #51 holding.
Correct Capital Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's NextEra Energy position peaked at $1.42M in Q2 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.