Endeavor Private Wealth’s NextEra Energy NEE Stock Holding History

Endeavor Private Wealth’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	$389K	Sell	4,185 -150	-3%	-$13.3K	0.11%	148
2025 Q4	$348K	Buy	4,335 +64	+1%	+$5.3K	0.1%	150
2025 Q3	$322K	Buy	+4,271	New	+$312K	0.1%	152

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

Endeavor Private Wealth's NEE Position: Q1 2026 in Review

Endeavor Private Wealth reduced its NextEra Energy (NEE) stake by 3.5% in Q1 2026, selling an estimated $13.3K and leaving 4,185 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #148.

Endeavor Private Wealth first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Endeavor Private Wealth held 4,185 shares of NextEra Energy worth $389K as of Q1 2026.
Endeavor Private Wealth sold 150 NextEra Energy shares in Q1 2026, an estimated $13.3K.
NextEra Energy made up 0.11% of Endeavor Private Wealth's portfolio in Q1 2026, its #148 holding.
Endeavor Private Wealth first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.