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FWG Holdings’s NextEra Energy NEE Stock Holding History

FWG Holdings’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 		$1.37M Buy
15,291
+1,658
+12% +$150K 0.48% 42
2026
Q1 		$1.26M Sell
13,633
-2,712
-17% -$241K 0.48% 43
2025
Q4 		$1.44M Sell
16,345
-77
-0.5% -$6.38K 0.55% 39
2025
Q3 		$1.34M Buy
16,422
+504
+3% +$36.8K 0.58% 30
2025
Q2 		$1.12M Buy
15,918
+737
+5% +$51.2K 0.53% 35
2025
Q1 		$1.02M Buy
15,181
+2,059
+16% +$145K 0.5% 33
2024
Q4 		$932K Buy
13,122
+806
+7% +$62.6K 0.45% 39
2024
Q3 		$1.02M Buy
12,316
+271
+2% +$21.1K 0.51% 32
2024
Q2 		$869K Buy
12,045
+1,047
+10% +$74.3K 0.44% 39
2024
Q1 		$820K Sell
10,998
-3,921
-26% -$230K 0.44% 36
2023
Q4 		$939K Buy
14,919
+3,313
+29% +$189K 0.56% 30
2023
Q3 		$613K Buy
11,606
+1,153
+11% +$79.8K 0.41% 40
2023
Q2 		$717K Buy
10,453
+1,715
+20% +$130K 0.45% 36
2023
Q1 		$674K Buy
8,738
+868
+11% +$66.8K 0.49% 37
2022
Q4 		$658K Sell
7,870
-529
-6% -$42.7K 0.46% 43
2022
Q3 		$659K Sell
8,399
-225
-3% -$19.1K 0.49% 34
2022
Q2 		$668K Sell
8,624
-909
-10% -$69.2K 0.58% 31
2022
Q1 		$808K Buy
9,533
+5,179
+119% +$415K 0.62% 26
2021
Q4 		$334K Buy
+4,354
New +$376K 0.25% 64

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

FWG Holdings's NEE Position: Q2 2026 in Review

FWG Holdings increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $150K and bringing the position to 15,291 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #42.

FWG Holdings first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • FWG Holdings held 15,291 shares of NextEra Energy worth $1.37M as of Q2 2026.
  • FWG Holdings bought 1,658 NextEra Energy shares in Q2 2026, an estimated $150K.
  • NextEra Energy made up 0.48% of FWG Holdings's portfolio in Q2 2026, its #42 holding.
  • FWG Holdings first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • FWG Holdings's NextEra Energy position peaked at $1.44M in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.