Destination Wealth Management’s NextEra Energy NEE Stock Holding History

Destination 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	$1.15M	Sell	13,156 -553	-4%	-$50K	0.03%	157
2026 Q1	$1.27M	Buy	13,709 +248	+2%	+$22K	0.03%	146
2025 Q4	$1.08M	Buy	13,461 +9,359	+228%	+$775K	0.03%	147
2025 Q3	$310K	Sell	4,102 -135	-3%	-$9.86K	0.01%	220
2025 Q2	$294K	Sell	4,237 -224	-5%	-$15.6K	0.01%	216
2025 Q1	$316K	Buy	4,461 +889	+25%	+$62.7K	0.01%	201
2024 Q4	$256K	Buy	3,572 +810	+29%	+$62.9K	0.01%	210
2024 Q3	$233K	Buy	+2,762	New	+$216K	0.01%	212
2019 Q3	–	Sell	-120	Closed	-$6K	–	371
2019 Q2	$6K	Sell	120 -1,168	-91%	-$57.5K	﹤0.01%	472
2019 Q1	$62K	Buy	+1,288	New	+$58.9K	﹤0.01%	238
2018 Q4	–	Sell	-172	Closed	-$7K	–	647
2018 Q3	$7K	Buy	+172	New	+$7.32K	﹤0.01%	488

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

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

Destination Wealth Management reduced its NextEra Energy (NEE) stake by 4% in Q2 2026, selling an estimated $50K and leaving 13,156 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #157.

Destination Wealth Management first reported a position in NEE in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Destination Wealth Management held 13,156 shares of NextEra Energy worth $1.15M as of Q2 2026.
Destination Wealth Management sold 553 NextEra Energy shares in Q2 2026, an estimated $50K.
NextEra Energy made up 0.03% of Destination Wealth Management's portfolio in Q2 2026, its #157 holding.
Destination Wealth Management first reported a position in NextEra Energy in Q3 2018 and has held it in 11 quarters since.
Destination Wealth Management's NextEra Energy position peaked at $1.27M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.