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Fourth Dimension Wealth’s NextEra Energy NEE Stock Holding History

Fourth Dimension 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
Q2 		$133K Buy
1,512
+118
+8% +$10.7K 0.04% 180
2026
Q1 		$129K Buy
1,394
+1
+0.1% +$89 0.05% 159
2025
Q4 		$112K Hold
1,393
– – 0.04% 172
2025
Q3 		$105K Buy
1,393
+1
+0.1% +$73 0.04% 167
2025
Q2 		$96.6K Buy
1,392
+1
+0.1% +$69 0.04% 174
2025
Q1 		$98.6K Sell
1,391
-30
-2% -$2.12K 0.05% 165
2024
Q4 		$102K Buy
+1,421
New +$110K 0.05% 155

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fourth Dimension Wealth's NEE Position: Q2 2026 in Review

Fourth Dimension Wealth increased its NextEra Energy (NEE) stake by 8.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,512 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #180.

Fourth Dimension Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fourth Dimension Wealth held 1,512 shares of NextEra Energy worth $133K as of Q2 2026.
  • Fourth Dimension Wealth bought 118 NextEra Energy shares in Q2 2026, an estimated $10.7K.
  • NextEra Energy made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #180 holding.
  • Fourth Dimension Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.