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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
Q2 		$1.1M Sell
12,547
-1,199
-9% -$108K 0.04% 155
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 $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

Greenwich Wealth Management's NEE Position: Q2 2026 in Review

Greenwich Wealth Management reduced its NextEra Energy (NEE) stake by 8.7% in Q2 2026, selling an estimated $108K and leaving 12,547 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #155.

Greenwich Wealth Management first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.53M in Q4 2021. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Greenwich Wealth Management held 12,547 shares of NextEra Energy worth $1.1M as of Q2 2026.
  • Greenwich Wealth Management sold 1,199 NextEra Energy shares in Q2 2026, an estimated $108K.
  • NextEra Energy made up 0.04% of Greenwich Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Greenwich Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Greenwich Wealth Management's NextEra Energy position peaked at $1.53M in Q4 2021.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.