Graham Capital Wealth Management’s NextEra Energy NEE Stock Holding History

Graham Capital 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	$659K	Hold	7,095	–	–	0.59%	34
2025 Q4	$570K	Sell	7,095 -80	-1%	-$6.63K	0.52%	38
2025 Q3	$542K	Sell	7,175 -104	-1%	-$7.6K	0.55%	45
2025 Q2	$505K	Sell	7,279 -35	-0.5%	-$2.43K	0.56%	42
2025 Q1	$518K	Buy	7,314 +95	+1%	+$6.71K	0.55%	37
2024 Q4	$518K	Buy	7,219 +8	+0.1%	+$621	0.45%	45
2024 Q3	$610K	Sell	7,211 -76	-1%	-$5.93K	0.62%	31
2024 Q2	$516K	Buy	7,287 +92	+1%	+$6.53K	0.7%	27
2024 Q1	$460K	Sell	7,195 -80	-1%	-$4.69K	0.78%	24
2023 Q4	$442K	Buy	7,275 +424	+6%	+$24.2K	1.17%	16
2023 Q3	$508K	Hold	6,851	–	–	1.2%	19
2023 Q2	$508K	Buy	6,851 +88	+1%	+$6.66K	1.2%	19
2023 Q1	$5.21M	Sell	6,763 -68	-1%	-$5.23K	0.75%	26
2022 Q4	$571K	Sell	6,831 -65	-0.9%	-$5.25K	1.02%	31
2022 Q3	$541K	Hold	6,896	–	–	0.65%	39
2022 Q2	$534K	Sell	6,896 -1,359	-16%	-$103K	0.47%	59
2022 Q1	$699K	Sell	8,255 -1,136	-12%	-$91K	0.62%	53
2021 Q4	$875K	Buy	+9,391	New	+$812K	0.71%	51

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

Graham Capital Wealth Management's NEE Position: Q1 2026 in Review

Graham Capital Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 7,095 shares worth $659K. The position accounts for 0.59% of the portfolio, ranked #34.

Graham Capital Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.21M in Q1 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Graham Capital Wealth Management held 7,095 shares of NextEra Energy worth $659K as of Q1 2026.
Graham Capital Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.59% of Graham Capital Wealth Management's portfolio in Q1 2026, its #34 holding.
Graham Capital Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Graham Capital Wealth Management's NextEra Energy position peaked at $5.21M in Q1 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.