Forefront Wealth Partners’s NextEra Energy NEE Stock Holding History

Forefront Wealth Partners’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	$215K	Sell	2,318 -3,617	-61%	-$322K	0.09%	152
2025 Q4	$476K	Buy	5,935 +84	+1%	+$6.96K	0.23%	87
2025 Q3	$442K	Buy	+5,851	New	+$428K	0.11%	137
2025 Q2	–	Sell	-4,295	Closed	-$304K	–	118
2025 Q1	$304K	Buy	+4,295	New	+$303K	0.21%	94

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

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

Forefront Wealth Partners reduced its NextEra Energy (NEE) stake by 61% in Q1 2026, selling an estimated $322K and leaving 2,318 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #152.

Forefront Wealth Partners first reported a position in NEE in Q1 2025 and has held it in 4 quarters since. The position peaked at $476K in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Forefront Wealth Partners held 2,318 shares of NextEra Energy worth $215K as of Q1 2026.
Forefront Wealth Partners sold 3,617 NextEra Energy shares in Q1 2026, an estimated $322K.
NextEra Energy made up 0.09% of Forefront Wealth Partners's portfolio in Q1 2026, its #152 holding.
Forefront Wealth Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 4 quarters since.
Forefront Wealth Partners's NextEra Energy position peaked at $476K in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.