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 Q2	$1.23M	Buy	14,059 +34	+0.2%	+$3.08K	0.21%	51
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Correct Capital Wealth Management's NEE Position: Q2 2026 in Review

Correct Capital Wealth Management increased its NextEra Energy (NEE) stake by 0.24% in Q2 2026, buying an estimated $3.08K and bringing the position to 14,059 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #51.

Correct Capital Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q2 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Correct Capital Wealth Management held 14,059 shares of NextEra Energy worth $1.23M as of Q2 2026.
Correct Capital Wealth Management bought 34 NextEra Energy shares in Q2 2026, an estimated $3.08K.
NextEra Energy made up 0.21% of Correct Capital Wealth Management's portfolio in Q2 2026, its #51 holding.
Correct Capital Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's NextEra Energy position peaked at $1.42M in Q2 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.