EGWAG
NEE icon

Elwood & Goetz Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$1.53M Buy
16,508
+322
+2% +$28.6K 0.26% 35
2025
Q4 		$1.3M Buy
16,186
+19
+0.1% +$1.57K 0.23% 38
2025
Q3 		$1.22M Buy
16,167
+22
+0.1% +$1.61K 0.23% 38
2025
Q2 		$1.12M Buy
16,145
+11,484
+246% +$798K 0.24% 33
2025
Q1 		$330K Sell
4,661
-3,943
-46% -$278K 0.08% 69
2024
Q4 		$617K Buy
8,604
+65
+0.8% +$5.05K 0.15% 44
2024
Q3 		$722K Hold
8,539
– – 0.18% 41
2024
Q2 		$605K Hold
8,539
– – 0.17% 38
2024
Q1 		$546K Sell
8,539
-1,107
-11% -$64.9K 0.13% 48
2023
Q4 		$586K Buy
9,646
+1,183
+14% +$67.4K 0.12% 43
2023
Q3 		$485K Buy
8,463
+3,943
+87% +$273K 0.11% 46
2023
Q2 		$335K Hold
4,520
– – 0.08% 51
2023
Q1 		$348K Hold
4,520
– – 0.08% 48
2022
Q4 		$378K Sell
4,520
-17
-0.4% -$1.37K 0.12% 45
2022
Q3 		$356K Buy
4,537
+17
+0.4% +$1.44K 0.12% 48
2022
Q2 		$350K Hold
4,520
– – 0.12% 44
2022
Q1 		$383K Sell
4,520
-60
-1% -$4.81K 0.12% 46
2021
Q4 		$428K Hold
4,580
– – 0.13% 42
2021
Q3 		$360K Hold
4,580
– – 0.12% 40
2021
Q2 		$336K Buy
4,580
+60
+1% +$4.5K 0.13% 39
2021
Q1 		$342K Hold
4,520
– – 0.14% 36
2020
Q4 		$349K Buy
+4,520
New +$338K 0.16% 37

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

Elwood & Goetz Wealth Advisory Group's NEE Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $28.6K and bringing the position to 16,508 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #35.

Elwood & Goetz Wealth Advisory Group first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 16,508 shares of NextEra Energy worth $1.53M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 322 NextEra Energy shares in Q1 2026, an estimated $28.6K.
  • NextEra Energy made up 0.26% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.