GWM
NEE icon

Greenwich Wealth Management’s NextEra Energy NEE Stock Holding History

Greenwich 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 		$1.28M Buy
13,746
+2
+0% +$178 0.05% 137
2025
Q4 		$1.1M Buy
13,744
+1,201
+10% +$99.5K 0.05% 146
2025
Q3 		$947K Sell
12,543
-1,333
-10% -$97.4K 0.05% 149
2025
Q2 		$963K Buy
13,876
+1,218
+10% +$84.6K 0.05% 133
2025
Q1 		$897K Sell
12,658
-1,543
-11% -$109K 0.07% 121
2024
Q4 		$1.02M Buy
14,201
+569
+4% +$44.2K 0.07% 118
2024
Q3 		$1.15M Sell
13,632
-27
-0.2% -$2.11K 0.08% 109
2024
Q2 		$967K Sell
13,659
-407
-3% -$28.9K 0.07% 114
2024
Q1 		$899K Sell
14,066
-333
-2% -$19.5K 0.07% 117
2023
Q4 		$875K Buy
14,399
+476
+3% +$27.1K 0.09% 115
2023
Q3 		$798K Sell
13,923
-129
-0.9% -$8.93K 0.08% 117
2023
Q2 		$1.04M Buy
14,052
+14
+0.1% +$1.06K 0.11% 101
2023
Q1 		$1.08M Sell
14,038
-103
-0.7% -$7.92K 0.12% 101
2022
Q4 		$1.18M Sell
14,141
-2,272
-14% -$184K 0.13% 97
2022
Q3 		$1.29M Buy
16,413
+2,820
+21% +$239K 0.14% 94
2022
Q2 		$1.05M Sell
13,593
-875
-6% -$66.6K 0.14% 107
2022
Q1 		$1.23M Sell
14,468
-1,961
-12% -$157K 0.13% 99
2021
Q4 		$1.53M Buy
16,429
+591
+4% +$51.1K 0.13% 87
2021
Q3 		$1.24M Buy
15,838
+2,237
+16% +$180K 0.1% 98
2021
Q2 		$997K Buy
13,601
+9,273
+214% +$696K 0.09% 106
2021
Q1 		$327K Buy
4,328
+649
+18% +$50.7K 0.03% 162
2020
Q4 		$284K Sell
3,679
-561
-13% -$42K 0.02% 156
2020
Q3 		$294K Buy
4,240
+380
+10% +$26.2K 0.05% 149
2020
Q2 		$232K Buy
3,860
+344
+10% +$20.6K 0.04% 164
2020
Q1 		$212K Buy
+3,516
New +$221K 0.05% 160

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenwich Wealth Management's NEE Position: Q1 2026 in Review

Greenwich Wealth Management increased its NextEra Energy (NEE) stake by 0.01% in Q1 2026, buying an estimated $178 and bringing the position to 13,746 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #137.

Greenwich Wealth Management first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.53M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Greenwich Wealth Management held 13,746 shares of NextEra Energy worth $1.28M as of Q1 2026.
  • Greenwich Wealth Management bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
  • NextEra Energy made up 0.05% of Greenwich Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Greenwich Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • Greenwich Wealth Management's NextEra Energy position peaked at $1.53M in Q4 2021.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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