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Daner Wealth Management’s NextEra Energy NEE Stock Holding History

Daner 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 		$317K Sell
3,349
-1,028
-23% -$91.4K 0.19% 58
2025
Q4 		$398K Buy
+4,377
New +$363K 0.24% 52

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

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

Daner Wealth Management reduced its NextEra Energy (NEE) stake by 23% in Q1 2026, selling an estimated $91.4K and leaving 3,349 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #58.

Daner Wealth Management first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. The position peaked at $398K in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Daner Wealth Management held 3,349 shares of NextEra Energy worth $317K as of Q1 2026.
  • Daner Wealth Management sold 1,028 NextEra Energy shares in Q1 2026, an estimated $91.4K.
  • NextEra Energy made up 0.19% of Daner Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Daner Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • Daner Wealth Management's NextEra Energy position peaked at $398K in Q4 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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