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Destiny Wealth Partners’s NextEra Energy NEE Stock Holding History

Destiny Wealth Partners’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 		– Sell
-1,915
Closed -$178K – 764
2026
Q1 		$178K Buy
+1,915
New +$170K 0.02% 244
2025
Q1 		– Sell
-6,912
Closed -$495K – 169
2024
Q4 		$495K Sell
6,912
-55
-0.8% -$4.27K 0.08% 110
2024
Q3 		$589K Buy
6,967
+80
+1% +$6.24K 0.1% 96
2024
Q2 		$488K Hold
6,887
– – 0.09% 101
2024
Q1 		$440K Sell
6,887
-90
-1% -$5.27K 0.08% 99
2023
Q4 		$431K Sell
6,977
-17
-0.2% -$969 0.08% 105
2023
Q3 		$401K Sell
6,994
-11
-0.2% -$762 0.08% 108
2023
Q2 		$532K Sell
7,005
-108
-2% -$8.18K 0.1% 94
2023
Q1 		$548K Sell
7,113
-1,715
-19% -$132K 0.11% 92
2022
Q4 		$738K Sell
8,828
-169
-2% -$13.7K 0.16% 83
2022
Q3 		$705K Sell
8,997
-144
-2% -$12.2K 0.16% 81
2022
Q2 		$708K Sell
9,141
-40
-0.4% -$3.04K 0.16% 79
2022
Q1 		$778K Buy
9,181
+27
+0.3% +$2.16K 0.15% 83
2021
Q4 		$855K Buy
9,154
+2
+0% +$173 0.16% 85
2021
Q3 		$719K Sell
9,152
-227
-2% -$18.3K 0.14% 89
2021
Q2 		$687K Sell
9,379
-301
-3% -$22.6K 0.13% 101
2021
Q1 		$732K Sell
9,680
-3,306
-25% -$258K 0.15% 83
2020
Q4 		$1M Buy
+12,986
New +$971K 0.21% 74

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destiny Wealth Partners's NEE Position: Q2 2026 in Review

Destiny Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,915 shares — an estimated $178K sold.

Destiny Wealth Partners first reported a position in NEE in Q4 2020 and held it in 18 quarters. The position peaked at $1M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Destiny Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,915 NextEra Energy shares in Q2 2026, an estimated $178K.
  • Destiny Wealth Partners first reported a position in NextEra Energy in Q4 2020 and held it in 18 quarters.
  • Destiny Wealth Partners's NextEra Energy position peaked at $1M in Q4 2020.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.