GWM
NEE icon

Geneos Wealth Management’s NextEra Energy NEE Stock Holding History

Geneos 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
Q1 		$12.1M Sell
130,510
-306
-0.2% -$27.2K 0.28% 74
2025
Q4 		$10.5M Sell
130,816
-1,584
-1% -$131K 0.26% 92
2025
Q3 		$9.99M Sell
132,400
-11,354
-8% -$830K 0.25% 94
2025
Q2 		$9.98M Sell
143,754
-124,845
-46% -$8.67M 0.24% 98
2025
Q1 		$19M Buy
268,599
+153,121
+133% +$10.8M 0.27% 88
2024
Q4 		$8.28M Buy
115,478
+23,528
+26% +$1.83M 0.29% 73
2024
Q3 		$7.77M Buy
91,950
+21,566
+31% +$1.68M 0.3% 76
2024
Q2 		$4.98M Sell
70,384
-25,138
-26% -$1.78M 0.22% 103
2024
Q1 		$6.1M Buy
95,522
+89,217
+1,415% +$5.23M 0.28% 82
2023
Q4 		$383K Sell
6,305
-3,856
-38% -$220K 0.02% 533
2023
Q3 		$582K Buy
10,161
+866
+9% +$60K 0.03% 433
2023
Q2 		$690K Buy
9,295
+3,795
+69% +$287K 0.04% 393
2023
Q1 		$424K Sell
5,500
-1,142
-17% -$87.8K 0.03% 479
2022
Q4 		$555K Buy
6,642
+2,294
+53% +$185K 0.03% 397
2022
Q3 		$340K Sell
4,348
-10,548
-71% -$895K 0.02% 471
2022
Q2 		$1.2M Sell
14,896
-2,648
-15% -$202K 0.06% 282
2022
Q1 		$1.49M Sell
17,544
-4,803
-21% -$385K 0.06% 266
2021
Q4 		$2.09M Sell
22,347
-2,846
-11% -$246K 0.08% 248
2021
Q3 		$2M Buy
25,193
+489
+2% +$39.4K 0.08% 247
2021
Q2 		$1.83M Sell
24,704
-8,264
-25% -$620K 0.07% 252
2021
Q1 		$2.56M Sell
32,968
-2,952
-8% -$230K 0.07% 262
2020
Q4 		$2.28M Buy
35,920
+9,744
+37% +$729K 0.09% 217
2020
Q3 		$1.84M Buy
26,176
+416
+2% +$28.7K 0.1% 204
2020
Q2 		$1.52M Sell
25,760
-780
-3% -$46.7K 0.08% 223
2020
Q1 		$1.54M Sell
26,540
-696
-3% -$43.8K 0.1% 192
2019
Q4 		$1.65M Sell
27,236
-68
-0.2% -$3.97K 0.09% 229
2019
Q3 		$1.58M Buy
27,304
+384
+1% +$20.8K 0.09% 208
2019
Q2 		$1.38M Buy
26,920
+1,068
+4% +$52.6K 0.09% 226
2019
Q1 		$1.25M Sell
25,852
-148
-0.6% -$6.77K 0.08% 240
2018
Q4 		$1.12M Sell
26,000
-1,460
-5% -$63.8K 0.08% 233
2018
Q3 		$1.15M Buy
27,460
+1,748
+7% +$74.4K 0.08% 242
2018
Q2 		$1.07M Sell
25,712
-396
-2% -$16K 0.08% 212
2018
Q1 		$1.07M Sell
26,108
-3,248
-11% -$125K 0.09% 202
2017
Q4 		$1.15M Buy
29,356
+3,624
+14% +$140K 0.1% 189
2017
Q3 		$942K Buy
25,732
+8
+0% +$293 0.09% 208
2017
Q2 		$901K Sell
25,724
-1,480
-5% -$50.6K 0.09% 206
2017
Q1 		$873K Sell
27,204
-1,332
-5% -$41.9K 0.09% 194
2016
Q4 		$852K Sell
28,536
-24
-0.1% -$717 0.11% 178
2016
Q3 		$873K Buy
28,560
+864
+3% +$27.2K 0.12% 175
2016
Q2 		$898K Buy
27,696
+8,912
+47% +$268K 0.13% 164
2016
Q1 		$557K Buy
+18,784
New +$527K 0.09% 220

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's NEE Position: Q1 2026 in Review

Geneos Wealth Management reduced its NextEra Energy (NEE) stake by 0.23% in Q1 2026, selling an estimated $27.2K and leaving 130,510 shares worth $12.1M. The position accounts for 0.28% of the portfolio, ranked #74.

Geneos Wealth Management first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. The position peaked at $19M in Q1 2025. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Geneos Wealth Management held 130,510 shares of NextEra Energy worth $12.1M as of Q1 2026.
  • Geneos Wealth Management sold 306 NextEra Energy shares in Q1 2026, an estimated $27.2K.
  • NextEra Energy made up 0.28% of Geneos Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Geneos Wealth Management first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's NextEra Energy position peaked at $19M in Q1 2025.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.