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Evergreen Wealth Solutions’s NextEra Energy NEE Stock Holding History

Evergreen Wealth Solutions’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 		$703K Buy
7,564
+4,779
+172% +$425K 0.05% 203
2025
Q4 		$224K Buy
+2,785
New +$231K 0.03% 200

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

Evergreen Wealth Solutions's NEE Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its NextEra Energy (NEE) stake by 172% in Q1 2026, buying an estimated $425K and bringing the position to 7,564 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #203.

Evergreen Wealth Solutions first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Evergreen Wealth Solutions held 7,564 shares of NextEra Energy worth $703K as of Q1 2026.
  • Evergreen Wealth Solutions bought 4,779 NextEra Energy shares in Q1 2026, an estimated $425K.
  • NextEra Energy made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #203 holding.
  • Evergreen Wealth Solutions first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.