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GSB Wealth Management’s NextEra Energy NEE Stock Holding History

GSB 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 		$321K Hold
3,457
– – 0.07% 177
2025
Q4 		$278K Sell
3,457
-875
-20% -$72.5K 0.06% 185
2025
Q3 		$327K Sell
4,332
-2,188
-34% -$160K 0.07% 175
2025
Q2 		$453K Sell
6,520
-8
-0.1% -$556 0.11% 147
2025
Q1 		$463K Sell
6,528
-145
-2% -$10.2K 0.12% 142
2024
Q4 		$478K Sell
6,673
-10
-0.1% -$777 0.12% 143
2024
Q3 		$565K Sell
6,683
-363
-5% -$28.3K 0.14% 136
2024
Q2 		$499K Hold
7,046
– – 0.14% 144
2024
Q1 		$450K Sell
7,046
-240
-3% -$14.1K 0.13% 147
2023
Q4 		$443K Sell
7,286
-4,744
-39% -$270K 0.14% 140
2023
Q3 		$689K Sell
12,030
-145
-1% -$10K 0.23% 112
2023
Q2 		$903K Buy
12,175
+1,053
+9% +$79.7K 0.29% 104
2023
Q1 		$857K Sell
11,122
-1,920
-15% -$148K 0.28% 109
2022
Q4 		$1.09M Sell
13,042
-4,994
-28% -$403K 0.39% 92
2022
Q3 		$1.41M Sell
18,036
-1,163
-6% -$98.7K 0.51% 75
2022
Q2 		$1.49M Sell
19,199
-3,048
-14% -$232K 0.51% 72
2022
Q1 		$1.89M Sell
22,247
-1,300
-6% -$104K 0.55% 62
2021
Q4 		$2.2M Buy
23,547
+512
+2% +$44.2K 0.63% 49
2021
Q3 		$1.81M Sell
23,035
-2,722
-11% -$220K 0.93% 32
2021
Q2 		$1.89M Buy
25,757
+400
+2% +$30K 0.59% 51
2021
Q1 		$1.92M Buy
25,357
+22,057
+668% +$1.72M 0.64% 49
2020
Q4 		$255K Hold
3,300
– – 1.14% 40
2020
Q3 		$229K Buy
+3,300
New +$228K 1.05% 46
2020
Q1 		– Sell
-3,300
Closed -$200K – 56
2019
Q4 		$200K Buy
+3,300
New +$193K 0.82% 58
2019
Q3 		– Sell
-6,300
Closed -$323K – 54
2019
Q2 		$323K Hold
6,300
– – 1.69% 23
2019
Q1 		$304K Hold
6,300
– – 1.3% 32
2018
Q4 		$274K Hold
6,300
– – 1.45% 31
2018
Q3 		$264K Buy
+6,300
New +$268K 1.09% 42

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

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

GSB Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 3,457 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #177.

GSB Wealth Management first reported a position in NEE in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.2M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • GSB Wealth Management held 3,457 shares of NextEra Energy worth $321K as of Q1 2026.
  • GSB Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.07% of GSB Wealth Management's portfolio in Q1 2026, its #177 holding.
  • GSB Wealth Management first reported a position in NextEra Energy in Q3 2018 and has held it in 28 quarters since.
  • GSB Wealth Management's NextEra Energy position peaked at $2.2M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.