Gateway Wealth Partners’s NextEra Energy NEE Stock Holding History

Gateway 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	$763K	Sell	8,697 -2,503	-22%	-$226K	0.05%	368
2026 Q1	$1.04M	Buy	11,200 +8,186	+272%	+$728K	0.04%	367
2025 Q4	$242K	Buy	+3,014	New	+$250K	0.03%	413
2025 Q1	–	Sell	-5,226	Closed	-$375K	–	325
2024 Q4	$375K	Buy	5,226 +18	+0.3%	+$1.4K	0.1%	197
2024 Q3	$440K	Sell	5,208 -187	-3%	-$14.6K	0.12%	156
2024 Q2	$382K	Buy	5,395 +119	+2%	+$8.44K	0.12%	173
2024 Q1	$337K	Buy	5,276 +71	+1%	+$4.16K	0.12%	155
2023 Q4	$316K	Sell	5,205 -1,443	-22%	-$82.2K	0.13%	147
2023 Q3	$381K	Buy	6,648 +41	+0.6%	+$2.84K	0.07%	154
2023 Q2	$490K	Buy	6,607 +223	+3%	+$16.9K	0.09%	126
2023 Q1	$492K	Buy	6,384 +147	+2%	+$11.3K	0.08%	126
2022 Q4	$521K	Buy	+6,237	New	+$504K	0.09%	103

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 $3.38T AUM 44.17% 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

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

Gateway Wealth Partners reduced its NextEra Energy (NEE) stake by 22% in Q2 2026, selling an estimated $226K and leaving 8,697 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #368.

Gateway Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Gateway Wealth Partners held 8,697 shares of NextEra Energy worth $763K as of Q2 2026.
Gateway Wealth Partners sold 2,503 NextEra Energy shares in Q2 2026, an estimated $226K.
NextEra Energy made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #368 holding.
Gateway Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
Gateway Wealth Partners's NextEra Energy position peaked at $1.04M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.