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Diversify Wealth Management’s NextEra Energy NEE Stock Holding History

Diversify 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 		$7.01M Buy
74,438
+69,033
+1,277% +$6.14M 0.13% 174
2025
Q4 		$441K Buy
5,405
+680
+14% +$56.3K 0.02% 468
2025
Q3 		$386K Sell
4,725
-52
-1% -$3.8K 0.02% 419
2025
Q2 		$343K Sell
4,777
-540
-10% -$37.5K 0.02% 433
2025
Q1 		$358K Buy
5,317
+5
+0.1% +$353 0.03% 414
2024
Q4 		$358K Buy
5,312
+1,417
+36% +$110K 0.03% 407
2024
Q3 		$331K Buy
+3,895
New +$304K 0.03% 377

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

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

Diversify Wealth Management increased its NextEra Energy (NEE) stake by 1,277% in Q1 2026, buying an estimated $6.14M and bringing the position to 74,438 shares worth $7.01M. The position accounts for 0.13% of the portfolio, ranked #174.

Diversify Wealth Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Diversify Wealth Management held 74,438 shares of NextEra Energy worth $7.01M as of Q1 2026.
  • Diversify Wealth Management bought 69,033 NextEra Energy shares in Q1 2026, an estimated $6.14M.
  • NextEra Energy made up 0.13% of Diversify Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Diversify Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.