GC Wealth Management RIA’s NextEra Energy NEE Stock Holding History

GC Wealth Management RIA’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	$2.79M	Sell	31,767 -1,264	-4%	-$114K	0.16%	119
2026 Q1	$3.07M	Sell	33,031 -2,819	-8%	-$251K	0.13%	121
2025 Q4	$2.88M	Sell	35,850 -18,261	-34%	-$1.51M	0.11%	130
2025 Q3	$4.08M	Buy	54,111 +32,878	+155%	+$2.4M	0.13%	125
2025 Q2	$1.47M	Buy	21,233 +18,139	+586%	+$1.26M	0.12%	160
2025 Q1	$219K	Buy	+3,094	New	+$218K	0.04%	290
2024 Q4	–	Sell	-2,794	Closed	-$236K	–	306
2024 Q3	$236K	Sell	2,794 -220	-7%	-$17.2K	0.04%	271
2024 Q2	$213K	Sell	3,014 -307	-9%	-$21.8K	0.04%	256
2024 Q1	$212K	Buy	+3,321	New	+$195K	0.04%	261

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

GC Wealth Management RIA's NEE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its NextEra Energy (NEE) stake by 3.8% in Q2 2026, selling an estimated $114K and leaving 31,767 shares worth $2.79M. The position accounts for 0.16% of the portfolio, ranked #119.

GC Wealth Management RIA first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

GC Wealth Management RIA held 31,767 shares of NextEra Energy worth $2.79M as of Q2 2026.
GC Wealth Management RIA sold 1,264 NextEra Energy shares in Q2 2026, an estimated $114K.
NextEra Energy made up 0.16% of GC Wealth Management RIA's portfolio in Q2 2026, its #119 holding.
GC Wealth Management RIA first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
GC Wealth Management RIA's NextEra Energy position peaked at $4.08M in Q3 2025.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.