Gen-Wealth Partners’s NextEra Energy NEE Stock Holding History

Gen-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 Q1	$770K	Sell	8,289 -3,583	-30%	-$319K	0.24%	85
2025 Q4	$953K	Buy	11,872 +4,796	+68%	+$397K	0.31%	67
2025 Q3	$534K	Sell	7,076 -564	-7%	-$41.2K	0.18%	131
2025 Q2	$530K	Buy	7,640 +33	+0.4%	+$2.29K	0.2%	125
2025 Q1	$539K	Sell	7,607 -311	-4%	-$22K	0.23%	121
2024 Q4	$568K	Sell	7,918 -247	-3%	-$19.2K	0.24%	109
2024 Q3	$646K	Sell	8,165 -795	-9%	-$62K	0.28%	83
2024 Q2	$634K	Sell	8,960 -1,397	-13%	-$99.1K	0.31%	75
2024 Q1	$662K	Buy	+10,357	New	+$607K	0.33%	68

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's NEE Position: Q1 2026 in Review

Gen-Wealth Partners reduced its NextEra Energy (NEE) stake by 30% in Q1 2026, selling an estimated $319K and leaving 8,289 shares worth $770K. The position accounts for 0.24% of the portfolio, ranked #85.

Gen-Wealth Partners first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $953K in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Gen-Wealth Partners held 8,289 shares of NextEra Energy worth $770K as of Q1 2026.
Gen-Wealth Partners sold 3,583 NextEra Energy shares in Q1 2026, an estimated $319K.
NextEra Energy made up 0.24% of Gen-Wealth Partners's portfolio in Q1 2026, its #85 holding.
Gen-Wealth Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's NextEra Energy position peaked at $953K in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.