Evexia Wealth’s NextEra Energy NEE Stock Holding History

Evexia 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	$555K	Buy	6,008 +219	+4%	+$19.5K	0.15%	61
2025 Q4	$475K	Sell	5,789 -470	-8%	-$38.9K	0.13%	66
2025 Q3	$528K	Buy	6,259 +14	+0.2%	+$1.02K	0.16%	63
2025 Q2	$474K	Sell	6,245 -1,357	-18%	-$94.3K	0.15%	64
2025 Q1	$514K	Buy	7,602 +8	+0.1%	+$565	0.19%	56
2024 Q4	$518K	Sell	7,594 -342	-4%	-$26.6K	0.18%	57
2024 Q3	$637K	Buy	7,936 +1,632	+26%	+$127K	0.23%	53
2024 Q2	$460K	Buy	6,304 +175	+3%	+$12.4K	0.17%	53
2024 Q1	$387K	Buy	6,129 +317	+5%	+$18.6K	0.16%	48
2023 Q4	$338K	Buy	5,812 +276	+5%	+$15.7K	0.14%	48
2023 Q3	$313K	Buy	5,536 +2,555	+86%	+$177K	0.16%	44
2023 Q2	$225K	Buy	+2,981	New	+$226K	0.11%	44

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

Evexia Wealth's NEE Position: Q1 2026 in Review

Evexia Wealth increased its NextEra Energy (NEE) stake by 3.8% in Q1 2026, buying an estimated $19.5K and bringing the position to 6,008 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #61.

Evexia Wealth first reported a position in NEE in Q2 2023 and has held it in 12 quarters since. The position peaked at $637K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Evexia Wealth held 6,008 shares of NextEra Energy worth $555K as of Q1 2026.
Evexia Wealth bought 219 NextEra Energy shares in Q1 2026, an estimated $19.5K.
NextEra Energy made up 0.15% of Evexia Wealth's portfolio in Q1 2026, its #61 holding.
Evexia Wealth first reported a position in NextEra Energy in Q2 2023 and has held it in 12 quarters since.
Evexia Wealth's NextEra Energy position peaked at $637K in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.