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 Q2	$623K	Hold	7,095	–	–	0.48%	42
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	$521K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Graham Capital Wealth Management's NEE Position: Q2 2026 in Review

Graham Capital Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 7,095 shares worth $623K. The position accounts for 0.48% of the portfolio, ranked #42.

Graham Capital Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $875K in Q4 2021. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Graham Capital Wealth Management held 7,095 shares of NextEra Energy worth $623K as of Q2 2026.
Graham Capital Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.48% of Graham Capital Wealth Management's portfolio in Q2 2026, its #42 holding.
Graham Capital Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Graham Capital Wealth Management's NextEra Energy position peaked at $875K in Q4 2021.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.