Etesian Wealth Advisors’s NextEra Energy NEE Stock Holding History

Etesian Wealth Advisors’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	$275K	Buy	2,962 +211	+8%	+$18.8K	0.09%	118
2025 Q4	$221K	Sell	2,751 -415	-13%	-$34.4K	0.07%	126
2025 Q3	$239K	Sell	3,166 -118	-4%	-$8.62K	0.08%	125
2025 Q2	$228K	Sell	3,284 -136	-4%	-$9.45K	0.09%	132
2025 Q1	$242K	Hold	3,420	–	–	0.1%	129
2024 Q4	$245K	Buy	3,420 +45	+1%	+$3.5K	0.11%	134
2024 Q3	$285K	Sell	3,375 -180	-5%	-$14K	0.13%	128
2024 Q2	$252K	Hold	3,555	–	–	0.14%	112
2024 Q1	$227K	Hold	3,555	–	–	0.13%	110
2023 Q4	$217K	Buy	+3,555	New	+$203K	0.13%	109
2023 Q3	–	Sell	-3,360	Closed	-$249K	–	107
2023 Q2	$249K	Buy	3,360 +412	+14%	+$31.2K	0.16%	100
2023 Q1	$227K	Buy	2,948 +25	+0.9%	+$1.92K	0.15%	101
2022 Q4	$244K	Buy	+2,923	New	+$236K	0.18%	101

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

Etesian Wealth Advisors's NEE Position: Q1 2026 in Review

Etesian Wealth Advisors increased its NextEra Energy (NEE) stake by 7.7% in Q1 2026, buying an estimated $18.8K and bringing the position to 2,962 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #118.

Etesian Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $285K in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Etesian Wealth Advisors held 2,962 shares of NextEra Energy worth $275K as of Q1 2026.
Etesian Wealth Advisors bought 211 NextEra Energy shares in Q1 2026, an estimated $18.8K.
NextEra Energy made up 0.09% of Etesian Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Etesian Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
Etesian Wealth Advisors's NextEra Energy position peaked at $285K in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.