GWWM
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Great Waters Wealth Management’s NextEra Energy NEE Stock Holding History

Great Waters 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 		$203K Buy
2,315
+27
+1% +$2.44K 0.02% 123
2026
Q1 		$213K Buy
+2,288
New +$203K 0.02% 116
2024
Q4 		– Sell
-2,368
Closed -$200K – 115
2024
Q3 		$200K Buy
+2,368
New +$185K 0.03% 107

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Great Waters Wealth Management's NEE Position: Q2 2026 in Review

Great Waters Wealth Management increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $2.44K and bringing the position to 2,315 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #123.

Great Waters Wealth Management first reported a position in NEE in Q3 2024 and has held it in 3 quarters since. The position peaked at $213K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Great Waters Wealth Management held 2,315 shares of NextEra Energy worth $203K as of Q2 2026.
  • Great Waters Wealth Management bought 27 NextEra Energy shares in Q2 2026, an estimated $2.44K.
  • NextEra Energy made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Great Waters Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 3 quarters since.
  • Great Waters Wealth Management's NextEra Energy position peaked at $213K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.