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Founders Grove Wealth Partners’s NextEra Energy NEE Stock Holding History

Founders Grove 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 		$243K Buy
+2,618
New +$233K 0.06% 142
2025
Q2 		– Sell
-3,153
Closed -$224K – 132
2025
Q1 		$224K Buy
+3,153
New +$223K 0.06% 111

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

Founders Grove Wealth Partners's NEE Position: Q1 2026 in Review

Founders Grove Wealth Partners opened a new position in NextEra Energy (NEE) in Q1 2026: 2,618 shares worth $243K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings. This is a return to the name: Founders Grove Wealth Partners previously reported a position in NEE as recently as Q1 2025.

Founders Grove Wealth Partners first reported a position in NEE in Q1 2025 and has held it in 2 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Founders Grove Wealth Partners held 2,618 shares of NextEra Energy worth $243K as of Q1 2026.
  • NextEra Energy was a new Founders Grove Wealth Partners position in Q1 2026.
  • NextEra Energy made up 0.06% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #142 holding.
  • Founders Grove Wealth Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 2 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.