Focus Partners Wealth
NEE icon

Focus Partners Wealth’s NextEra Energy NEE Stock Holding History

Focus Partners 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 		$102M Sell
1,101,298
-10,493
-0.9% -$933K 0.11% 183
2025
Q4 		$89.2M Buy
1,111,791
+185,014
+20% +$15.3M 0.1% 193
2025
Q3 		$70M Buy
926,777
+51,598
+6% +$3.77M 0.11% 159
2025
Q2 		$60.8M Sell
875,179
-7,308
-0.8% -$508K 0.13% 160
2025
Q1 		$62.6M Buy
882,487
+6,855
+0.8% +$484K 0.16% 134
2024
Q4 		$62.8M Buy
875,632
+159,105
+22% +$12.4M 0.16% 124
2024
Q3 		$85.9M Buy
716,527
+253,694
+55% +$19.8M 0.27% 78
2024
Q2 		$32.8M Buy
462,833
+17,583
+4% +$1.25M 0.11% 184
2024
Q1 		$28.5M Buy
445,250
+295,454
+197% +$17.3M 0.23% 112
2023
Q4 		$9.1M Buy
+149,796
New +$8.54M 0.12% 165

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

Focus Partners Wealth's NEE Position: Q1 2026 in Review

Focus Partners Wealth reduced its NextEra Energy (NEE) stake by 0.94% in Q1 2026, selling an estimated $933K and leaving 1,101,298 shares worth $102M. The position accounts for 0.11% of the portfolio, ranked #183.

Focus Partners Wealth first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Focus Partners Wealth held 1,101,298 shares of NextEra Energy worth $102M as of Q1 2026.
  • Focus Partners Wealth sold 10,493 NextEra Energy shares in Q1 2026, an estimated $933K.
  • NextEra Energy made up 0.11% of Focus Partners Wealth's portfolio in Q1 2026, its #183 holding.
  • Focus Partners Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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