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Global Wealth Management Investment Advisory’s NextEra Energy NEE Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.58M Buy
52,178
+2,891
+6% +$262K 0.65% 55
2026
Q1 		$4.58M Sell
49,287
-2,554
-5% -$227K 0.72% 54
2025
Q4 		$4.16M Buy
51,841
+1,657
+3% +$137K 0.67% 55
2025
Q3 		$3.79M Buy
50,184
+6,798
+16% +$497K 0.64% 60
2025
Q2 		$3.01M Sell
43,386
-585
-1% -$40.6K 0.57% 62
2025
Q1 		$3.12M Buy
43,971
+2,875
+7% +$203K 0.62% 57
2024
Q4 		$2.95M Buy
41,096
+16,724
+69% +$1.3M 0.61% 55
2024
Q3 		$2.06M Sell
24,372
-4,264
-15% -$333K 0.44% 65
2024
Q2 		$2.03M Buy
28,636
+1,116
+4% +$79.2K 0.47% 64
2024
Q1 		$1.76M Sell
27,520
-54,385
-66% -$3.19M 0.43% 69
2023
Q4 		$4.97M Buy
81,905
+29,429
+56% +$1.68M 1.28% 20
2023
Q3 		$3.01M Buy
52,476
+2,004
+4% +$139K 0.84% 41
2023
Q2 		$3.75M Sell
50,472
-152
-0.3% -$11.5K 1.03% 26
2023
Q1 		$3.9M Buy
50,624
+2,370
+5% +$182K 1.17% 21
2022
Q4 		$4.03M Sell
48,254
-1,676
-3% -$135K 1.31% 19
2022
Q3 		$3.92M Sell
49,930
-1,464
-3% -$124K 1.4% 18
2022
Q2 		$3.98M Buy
51,394
+6,593
+15% +$502K 1.34% 21
2022
Q1 		$3.79M Buy
44,801
+6,078
+16% +$487K 1.13% 26
2021
Q4 		$3.62M Buy
38,723
+3,856
+11% +$333K 1.09% 27
2021
Q3 		$2.74M Buy
34,867
+2,662
+8% +$215K 0.87% 40
2021
Q2 		$2.36M Buy
32,205
+2,519
+8% +$189K 0.79% 44
2021
Q1 		$2.25M Buy
29,686
+20,997
+242% +$1.64M 0.81% 40
2020
Q4 		$670K Buy
8,689
+977
+13% +$73.1K 0.26% 79
2020
Q3 		$535K Sell
7,712
-7,392
-49% -$510K 0.23% 80
2020
Q2 		$907K Sell
15,104
-68
-0.4% -$4.07K 0.39% 73
2020
Q1 		$913K Buy
15,172
+448
+3% +$28.2K 0.46% 68
2019
Q4 		$891K Buy
14,724
+208
+1% +$12.1K 0.38% 73
2019
Q3 		$846K Buy
14,516
+300
+2% +$16.2K 0.39% 68
2019
Q2 		$728K Sell
14,216
-1,860
-12% -$91.5K 0.35% 75
2019
Q1 		$777K Sell
16,076
-2,748
-15% -$126K 0.4% 70
2018
Q4 		$818K Buy
+18,824
New +$823K 0.48% 68

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's NEE Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its NextEra Energy (NEE) stake by 5.9% in Q2 2026, buying an estimated $262K and bringing the position to 52,178 shares worth $4.58M. The position accounts for 0.65% of the portfolio, ranked #55.

Global Wealth Management Investment Advisory first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.97M in Q4 2023. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Global Wealth Management Investment Advisory held 52,178 shares of NextEra Energy worth $4.58M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,891 NextEra Energy shares in Q2 2026, an estimated $262K.
  • NextEra Energy made up 0.65% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #55 holding.
  • Global Wealth Management Investment Advisory first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's NextEra Energy position peaked at $4.97M in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.