Focused Wealth Management’s NextEra Energy NEE Stock Holding History

Focused Wealth Management’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	–	Sell	-4,600	Closed	-$369K	–	249
2025 Q4	$369K	Hold	4,600	–	–	0.04%	128
2025 Q3	$347K	Buy	+4,600	New	+$336K	0.04%	132
2020 Q3	–	Sell	-4,000	Closed	-$6K	–	832
2020 Q2	$6K	Buy	+4,000	New	+$239K	﹤0.01%	562
2020 Q1	–	Sell	-14,000	Closed	-$13K	–	751
2019 Q4	$13K	Hold	14,000	–	–	﹤0.01%	470
2019 Q3	$16K	Hold	14,000	–	–	﹤0.01%	420
2019 Q2	$4K	Buy	+14,000	New	+$689K	﹤0.01%	622

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

Focused Wealth Management's NEE Position: Q1 2026 in Review

Focused Wealth Management increased its NextEra Energy (NEE) stake by 2.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 8,632 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #85.

Focused Wealth Management first reported a position in NEE in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.11M in Q4 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Focused Wealth Management held 8,632 shares of NextEra Energy worth $802K as of Q1 2026.
Focused Wealth Management bought 210 NextEra Energy shares in Q1 2026, an estimated $18.7K.
NextEra Energy made up 0.08% of Focused Wealth Management's portfolio in Q1 2026, its #85 holding.
Focused Wealth Management first reported a position in NextEra Energy in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's NextEra Energy position peaked at $1.11M in Q4 2019.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.