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 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 $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

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

Destination Wealth Management increased its NextEra Energy (NEE) stake by 1.8% in Q1 2026, buying an estimated $22K and bringing the position to 13,709 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #146.

Destination Wealth Management first reported a position in NEE in Q3 2018 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Destination Wealth Management held 13,709 shares of NextEra Energy worth $1.27M as of Q1 2026.
Destination Wealth Management bought 248 NextEra Energy shares in Q1 2026, an estimated $22K.
NextEra Energy made up 0.03% of Destination Wealth Management's portfolio in Q1 2026, its #146 holding.
Destination Wealth Management first reported a position in NextEra Energy in Q3 2018 and has held it in 10 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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