Eads & Heald Wealth Management’s NextEra Energy NEE Stock Holding History

Eads & Heald 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	$1.91M	Buy	20,532 +449	+2%	+$39.9K	0.95%	48
2025 Q4	$1.61M	Buy	20,083 +28	+0.1%	+$2.32K	0.78%	57
2025 Q3	$1.51M	Buy	20,055 +729	+4%	+$53.3K	0.72%	59
2025 Q2	$1.34M	Sell	19,326 -114	-0.6%	-$7.92K	0.66%	66
2025 Q1	$1.38M	Buy	19,440 +48	+0.2%	+$3.39K	0.7%	62
2024 Q4	$1.39M	Sell	19,392 -75	-0.4%	-$5.83K	0.68%	66
2024 Q3	$1.65M	Sell	19,467 -1,477	-7%	-$115K	0.78%	57
2024 Q2	$1.48M	Sell	20,944 -140	-0.7%	-$9.93K	0.72%	62
2024 Q1	$1.35M	Sell	21,084 -3,980	-16%	-$233K	0.63%	78
2023 Q4	$1.52M	Sell	25,064 -5,539	-18%	-$316K	0.73%	70
2023 Q3	$1.75M	Buy	30,603 +6,831	+29%	+$473K	0.92%	43
2023 Q2	$1.76M	Sell	23,772 -964	-4%	-$73K	0.87%	51
2023 Q1	$1.91M	Buy	24,736 +4	+0%	+$308	0.94%	45
2022 Q4	$2.07M	Buy	24,732 +239	+1%	+$19.3K	1.05%	38
2022 Q3	$1.92M	Sell	24,493 -27	-0.1%	-$2.29K	1.09%	39
2022 Q2	$1.9M	Sell	24,520 -915	-4%	-$69.7K	1.02%	43
2022 Q1	$2.15M	Sell	25,435 -113	-0.4%	-$9.06K	1%	43
2021 Q4	$2.38M	Buy	25,548 +334	+1%	+$28.9K	1.04%	40
2021 Q3	$1.98M	Buy	25,214 +536	+2%	+$43.2K	0.96%	45
2021 Q2	$1.81M	Sell	24,678 -3	-0%	-$225	0.88%	55
2021 Q1	$1.87M	Buy	24,681 +511	+2%	+$39.9K	0.96%	49
2020 Q4	$1.86M	Buy	24,170 +366	+2%	+$27.4K	1%	42
2020 Q3	$1.65M	Sell	23,804 -4,536	-16%	-$313K	0.99%	46
2020 Q2	$1.7M	Sell	28,340 -1,284	-4%	-$76.9K	1.03%	45
2020 Q1	$1.78M	Sell	29,624 -3,264	-10%	-$205K	1.26%	26
2019 Q4	$1.99M	Sell	32,888 -132	-0.4%	-$7.71K	1.05%	44
2019 Q3	$1.92M	Sell	33,020 -2,396	-7%	-$130K	1.07%	44
2019 Q2	$1.81M	Sell	35,416 -176	-0.5%	-$8.66K	1.03%	49
2019 Q1	$1.72M	Sell	35,592 -876	-2%	-$40.1K	1%	51
2018 Q4	$1.58M	Sell	36,468 -2,248	-6%	-$98.3K	1.06%	45
2018 Q3	$1.62M	Sell	38,716 -280	-0.7%	-$11.9K	0.93%	53
2018 Q2	$1.63M	Sell	38,996 -52	-0.1%	-$2.1K	1%	44
2018 Q1	$1.59M	Sell	39,048 -700	-2%	-$27K	1.01%	45
2017 Q4	$1.55M	Sell	39,748 -756	-2%	-$29.2K	0.91%	51
2017 Q3	$1.48M	Sell	40,504 -1,200	-3%	-$44K	0.92%	48
2017 Q2	$1.46M	Sell	41,704 -2,540	-6%	-$86.8K	0.94%	48
2017 Q1	$1.42M	Buy	44,244 +460	+1%	+$14.5K	0.92%	55
2016 Q4	$1.31M	Buy	43,784 +32	+0.1%	+$956	0.89%	54
2016 Q3	$1.34M	Buy	43,752 +476	+1%	+$15K	0.92%	50
2016 Q2	$1.41M	Sell	43,276 -1,988	-4%	-$59.7K	0.97%	47
2016 Q1	$1.34M	Sell	45,264 -4,560	-9%	-$128K	0.93%	51
2015 Q4	$1.29M	Sell	49,824 -184	-0.4%	-$4.66K	0.9%	52
2015 Q3	$1.22M	Sell	50,008 -940	-2%	-$23.9K	0.87%	55
2015 Q2	$1.25M	Buy	50,948 +296	+0.6%	+$7.52K	0.82%	59
2015 Q1	$1.32M	Sell	50,652 -2,496	-5%	-$65.8K	0.85%	57
2014 Q4	$1.41M	Sell	53,148 -3,456	-6%	-$87.3K	0.9%	55
2014 Q3	$1.33M	Sell	56,604 -3,320	-6%	-$80.2K	0.9%	55
2014 Q2	$1.53M	Sell	59,924 -10,148	-14%	-$247K	1.02%	48
2014 Q1	$1.68M	Buy	70,072 +3,468	+5%	+$78.6K	1.1%	43
2013 Q4	$1.43M	Sell	66,604 -1,720	-3%	-$36.3K	0.95%	54
2013 Q3	$1.37M	Sell	68,324 -4,776	-7%	-$98.6K	0.98%	51
2013 Q2	$1.49M	Buy	+73,100	New	+$1.45M	1.05%	47

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

Eads & Heald Wealth Management's NEE Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its NextEra Energy (NEE) stake by 2.2% in Q1 2026, buying an estimated $39.9K and bringing the position to 20,532 shares worth $1.91M. The position accounts for 0.95% of the portfolio, ranked #48.

Eads & Heald Wealth Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.38M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Eads & Heald Wealth Management held 20,532 shares of NextEra Energy worth $1.91M as of Q1 2026.
Eads & Heald Wealth Management bought 449 NextEra Energy shares in Q1 2026, an estimated $39.9K.
NextEra Energy made up 0.95% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #48 holding.
Eads & Heald Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Eads & Heald Wealth Management's NextEra Energy position peaked at $2.38M in Q4 2021.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.