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Golden State Wealth Management’s NextEra Energy NEE Stock Holding History

Golden State 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 		$704K Buy
8,015
+912
+13% +$82.5K 0.06% 235
2026
Q1 		$660K Sell
7,103
-38
-0.5% -$3.38K 0.07% 215
2025
Q4 		$573K Buy
7,141
+89
+1% +$7.37K 0.06% 227
2025
Q3 		$532K Sell
7,052
-304
-4% -$22.2K 0.06% 234
2025
Q2 		$511K Sell
7,356
-242
-3% -$16.8K 0.06% 229
2025
Q1 		$539K Buy
7,598
+682
+10% +$48.1K 0.08% 192
2024
Q4 		$496K Buy
+6,916
New +$537K 0.07% 198
2022
Q1 		$830K Sell
9,803
-5,891
-38% -$472K 0.16% 125
2021
Q4 		$1.47M Buy
15,694
+5,943
+61% +$514K 0.25% 77
2021
Q3 		$766K Sell
9,751
-129
-1% -$10.4K 0.17% 120
2021
Q2 		$724K Buy
+9,880
New +$741K 0.16% 122
2021
Q1 		– Sell
-5,150
Closed -$397K – 224
2020
Q4 		$397K Buy
+5,150
New +$385K 0.12% 146
2020
Q3 		– Sell
-4,620
Closed -$277K – 442
2020
Q2 		$277K Buy
4,620
+3,784
+453% +$226K 0.09% 143
2020
Q1 		$50K Buy
+836
New +$52.6K 0.02% 359
2019
Q4 		– Sell
-380
Closed -$22K – 622
2019
Q3 		$22K Buy
380
+52
+16% +$2.81K 0.01% 600
2019
Q2 		$16K Sell
328
-4
-1% -$197 0.01% 658
2019
Q1 		$16K Buy
+332
New +$15.2K 0.01% 670

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Golden State Wealth Management's NEE Position: Q2 2026 in Review

Golden State Wealth Management increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $82.5K and bringing the position to 8,015 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #235.

Golden State Wealth Management first reported a position in NEE in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Golden State Wealth Management held 8,015 shares of NextEra Energy worth $704K as of Q2 2026.
  • Golden State Wealth Management bought 912 NextEra Energy shares in Q2 2026, an estimated $82.5K.
  • NextEra Energy made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Golden State Wealth Management first reported a position in NextEra Energy in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's NextEra Energy position peaked at $1.47M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.