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 Q2	–	Sell	-2,318	Closed	-$215K	–	187
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forefront Wealth Partners's NEE Position: Q2 2026 in Review

Forefront Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,318 shares — an estimated $215K sold.

Forefront Wealth Partners first reported a position in NEE in Q1 2025 and held it in 4 quarters. The position peaked at $476K in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Forefront Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Forefront Wealth Partners sold 2,318 NextEra Energy shares in Q2 2026, an estimated $215K.
Forefront Wealth Partners first reported a position in NextEra Energy in Q1 2025 and held it in 4 quarters.
Forefront Wealth Partners's NextEra Energy position peaked at $476K in Q4 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.