Ducere Wealth Management’s NextEra Energy NEE Stock Holding History

Ducere 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	$333K	Sell	3,794 -3	-0.1%	-$271	0.1%	105
2026 Q1	$353K	Buy	3,797 +10	+0.3%	+$889	0.14%	88
2025 Q4	$304K	Buy	+3,787	New	+$314K	0.12%	103

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

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

Ducere Wealth Management reduced its NextEra Energy (NEE) stake by 0.08% in Q2 2026, selling an estimated $271 and leaving 3,794 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #105.

Ducere Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q1 2026. 3,033 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ducere Wealth Management held 3,794 shares of NextEra Energy worth $333K as of Q2 2026.
Ducere Wealth Management sold 3 NextEra Energy shares in Q2 2026, an estimated $271.
NextEra Energy made up 0.1% of Ducere Wealth Management's portfolio in Q2 2026, its #105 holding.
Ducere Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Ducere Wealth Management's NextEra Energy position peaked at $353K in Q1 2026.
3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.