GDS Wealth Management’s NextEra Energy NEE Stock Holding History

GDS 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 Q2	$432K	Buy	4,920 +208	+4%	+$18.8K	0.02%	154
2026 Q1	$438K	Sell	4,712 -238	-5%	-$21.2K	0.03%	129
2025 Q4	$397K	Buy	4,950 +1,100	+29%	+$91.1K	0.02%	138
2025 Q3	$291K	Buy	3,850 +649	+20%	+$47.4K	0.02%	152
2025 Q2	$222K	Hold	3,201	–	–	0.02%	161
2025 Q1	$227K	Buy	3,201 +120	+4%	+$8.47K	0.02%	155
2024 Q4	$221K	Hold	3,081	–	–	0.02%	159
2024 Q3	$260K	Hold	3,081	–	–	0.03%	146
2024 Q2	$218K	Buy	+3,081	New	+$219K	0.02%	129
2023 Q1	–	Sell	-2,421	Closed	-$202K	–	116
2022 Q4	$202K	Buy	+2,421	New	+$196K	0.04%	115
2022 Q1	–	Sell	-2,772	Closed	-$259K	–	103
2021 Q4	$259K	Buy	+2,772	New	+$240K	0.06%	96

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 $3.37T AUM 44.26% 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

GDS Wealth Management's NEE Position: Q2 2026 in Review

GDS Wealth Management increased its NextEra Energy (NEE) stake by 4.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 4,920 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #154.

GDS Wealth Management first reported a position in NEE in Q4 2021 and has held it in 11 quarters since. The position peaked at $438K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

GDS Wealth Management held 4,920 shares of NextEra Energy worth $432K as of Q2 2026.
GDS Wealth Management bought 208 NextEra Energy shares in Q2 2026, an estimated $18.8K.
NextEra Energy made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #154 holding.
GDS Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 11 quarters since.
GDS Wealth Management's NextEra Energy position peaked at $438K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.