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Exencial Wealth Advisors’s NextEra Energy NEE Stock Holding History

Exencial 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 		$1.28M Buy
13,801
+16
+0.1% +$1.42K 0.04% 268
2025
Q4 		$1.11M Buy
13,785
+305
+2% +$25.3K 0.04% 283
2025
Q3 		$1.02M Buy
13,480
+150
+1% +$11K 0.03% 288
2025
Q2 		$925K Buy
13,330
+271
+2% +$18.8K 0.03% 291
2025
Q1 		$926K Buy
13,059
+979
+8% +$69.1K 0.03% 288
2024
Q4 		$866K Buy
12,080
+160
+1% +$12.4K 0.03% 301
2024
Q3 		$1.01M Sell
11,920
-13
-0.1% -$1.01K 0.04% 273
2024
Q2 		$845K Buy
11,933
+1,052
+10% +$74.6K 0.03% 293
2024
Q1 		$695K Buy
10,881
+1,365
+14% +$80K 0.03% 314
2023
Q4 		$578K Buy
9,516
+2,371
+33% +$135K 0.02% 328
2023
Q3 		$409K Sell
7,145
-453
-6% -$31.4K 0.02% 319
2023
Q2 		$564K Sell
7,598
-200
-3% -$15.1K 0.03% 281
2023
Q1 		$601K Sell
7,798
-82
-1% -$6.31K 0.03% 258
2022
Q4 		$659K Buy
7,880
+1,118
+17% +$90.3K 0.04% 254
2022
Q3 		$530K Buy
6,762
+37
+0.6% +$3.14K 0.03% 272
2022
Q2 		$521K Buy
6,725
+3,664
+120% +$279K 0.03% 275
2022
Q1 		$259K Sell
3,061
-3,417
-53% -$274K 0.01% 384
2021
Q4 		$605K Buy
6,478
+551
+9% +$47.6K 0.03% 282
2021
Q3 		$465K Sell
5,927
-293
-5% -$23.6K 0.02% 247
2021
Q2 		$456K Buy
6,220
+570
+10% +$42.8K 0.02% 326
2021
Q1 		$427K Buy
5,650
+622
+12% +$48.5K 0.03% 297
2020
Q4 		$388K Sell
5,028
-8
-0.2% -$598 0.03% 272
2020
Q3 		$349K Buy
5,036
+168
+3% +$11.6K 0.02% 292
2020
Q2 		$292K Sell
4,868
-172
-3% -$10.3K 0.03% 271
2020
Q1 		$303K Buy
5,040
+244
+5% +$15.3K 0.05% 189
2019
Q4 		$290K Sell
4,796
-492
-9% -$28.7K 0.05% 216
2019
Q3 		$308K Buy
5,288
+956
+22% +$51.7K 0.07% 195
2019
Q2 		$222K Sell
4,332
-192
-4% -$9.45K 0.05% 212
2019
Q1 		$219K Buy
+4,524
New +$207K 0.05% 211

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

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

Exencial Wealth Advisors increased its NextEra Energy (NEE) stake by 0.12% in Q1 2026, buying an estimated $1.42K and bringing the position to 13,801 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #268.

Exencial Wealth Advisors first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Exencial Wealth Advisors held 13,801 shares of NextEra Energy worth $1.28M as of Q1 2026.
  • Exencial Wealth Advisors bought 16 NextEra Energy shares in Q1 2026, an estimated $1.42K.
  • NextEra Energy made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Exencial Wealth Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.