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CreativeOne Wealth’s NextEra Energy NEE Stock Holding History

CreativeOne Wealth’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 		$3.59M Buy
38,639
+2,539
+7% +$226K 0.08% 232
2025
Q4 		$2.9M Sell
36,100
-1,046
-3% -$86.6K 0.07% 258
2025
Q3 		$2.8M Sell
37,146
-1,908
-5% -$139K 0.07% 265
2025
Q2 		$2.71M Buy
39,054
+4,328
+12% +$301K 0.07% 264
2025
Q1 		$2.46M Buy
34,726
+4,841
+16% +$342K 0.07% 259
2024
Q4 		$2.14M Buy
29,885
+3,277
+12% +$255K 0.07% 276
2024
Q3 		$2.25M Buy
26,608
+6,698
+34% +$523K 0.08% 244
2024
Q2 		$1.41M Sell
19,910
-8,294
-29% -$588K 0.07% 249
2024
Q1 		$1.8M Buy
28,204
+10,123
+56% +$593K 0.07% 246
2023
Q4 		$1.1M Sell
18,081
-4,980
-22% -$284K 0.07% 239
2023
Q3 		$1.32M Sell
23,061
-16,526
-42% -$1.14M 0.1% 196
2023
Q2 		$2.94M Sell
39,587
-24,346
-38% -$1.84M 0.14% 132
2023
Q1 		$4.93M Buy
63,933
+6,371
+11% +$490K 0.24% 81
2022
Q4 		$4.81M Buy
57,562
+11,968
+26% +$967K 0.27% 81
2022
Q3 		$3.58M Buy
45,594
+6,717
+17% +$570K 0.21% 87
2022
Q2 		$3.01M Buy
38,877
+20,645
+113% +$1.57M 0.16% 98
2022
Q1 		$1.54M Sell
18,232
-8,107
-31% -$650K 0.08% 209
2021
Q4 		$2.46M Buy
26,339
+9,973
+61% +$862K 0.12% 138
2021
Q3 		$1.28M Buy
16,366
+3,114
+23% +$251K 0.08% 228
2021
Q2 		$971K Buy
13,252
+3,253
+33% +$244K 0.06% 261
2021
Q1 		$756K Buy
9,999
+3,680
+58% +$287K 0.06% 250
2020
Q4 		$487K Buy
+6,319
New +$473K 0.04% 295

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CreativeOne Wealth's NEE Position: Q1 2026 in Review

CreativeOne Wealth increased its NextEra Energy (NEE) stake by 7% in Q1 2026, buying an estimated $226K and bringing the position to 38,639 shares worth $3.59M. The position accounts for 0.08% of the portfolio, ranked #232.

CreativeOne Wealth first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.93M in Q1 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • CreativeOne Wealth held 38,639 shares of NextEra Energy worth $3.59M as of Q1 2026.
  • CreativeOne Wealth bought 2,539 NextEra Energy shares in Q1 2026, an estimated $226K.
  • NextEra Energy made up 0.08% of CreativeOne Wealth's portfolio in Q1 2026, its #232 holding.
  • CreativeOne Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's NextEra Energy position peaked at $4.93M in Q1 2023.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.