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FSB Premier Wealth Management’s NextEra Energy NEE Stock Holding History

FSB Premier 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 		$335K Sell
3,608
-42
-1% -$3.73K 0.11% 174
2025
Q4 		$293K Sell
3,650
-2
-0.1% -$166 0.09% 190
2025
Q3 		$276K Sell
3,652
-319
-8% -$23.3K 0.09% 193
2025
Q2 		$276K Buy
3,971
+5
+0.1% +$347 0.1% 182
2025
Q1 		$281K Sell
3,966
-218
-5% -$15.4K 0.11% 176
2024
Q4 		$300K Sell
4,184
-2
-0% -$155 0.12% 168
2024
Q3 		$354K Buy
4,186
+177
+4% +$13.8K 0.15% 150
2024
Q2 		$284K Sell
4,009
-358
-8% -$25.4K 0.13% 148
2024
Q1 		$279K Sell
4,367
-588
-12% -$34.4K 0.13% 144
2023
Q4 		$301K Sell
4,955
-142
-3% -$8.09K 0.15% 127
2023
Q3 		$292K Sell
5,097
-1
-0% -$69 0.16% 117
2023
Q2 		$378K Sell
5,098
-507
-9% -$38.4K 0.21% 97
2023
Q1 		$432K Sell
5,605
-51
-0.9% -$3.92K 0.24% 86
2022
Q4 		$473K Sell
5,656
-408
-7% -$33K 0.26% 79
2022
Q3 		$475K Sell
6,064
-134
-2% -$11.4K 0.28% 74
2022
Q2 		$480K Buy
6,198
+2
+0% +$152 0.27% 77
2022
Q1 		$455K Sell
6,196
-327
-5% -$26.2K 0.23% 86
2021
Q4 		$609K Sell
6,523
-910
-12% -$78.6K 0.25% 66
2021
Q3 		$583K Sell
7,433
-273
-4% -$22K 0.29% 65
2021
Q2 		$564K Sell
7,706
-861
-10% -$64.6K 0.29% 59
2021
Q1 		$647K Sell
8,567
-779
-8% -$60.8K 0.35% 57
2020
Q4 		$721K Buy
+9,346
New +$699K 0.39% 49

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

FSB Premier Wealth Management's NEE Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $3.73K and leaving 3,608 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #174.

FSB Premier Wealth Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $721K in Q4 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • FSB Premier Wealth Management held 3,608 shares of NextEra Energy worth $335K as of Q1 2026.
  • FSB Premier Wealth Management sold 42 NextEra Energy shares in Q1 2026, an estimated $3.73K.
  • NextEra Energy made up 0.11% of FSB Premier Wealth Management's portfolio in Q1 2026, its #174 holding.
  • FSB Premier Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's NextEra Energy position peaked at $721K in Q4 2020.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.