GWN Securities’s NextEra Energy NEE Stock Holding History

GWN Securities’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	$1.31M	Sell	14,101 -379	-3%	-$33.7K	0.25%	103
2025 Q4	$1.16M	Buy	14,480 +503	+4%	+$41.7K	0.24%	109
2025 Q3	$1.06M	Sell	13,977 -16,129	-54%	-$1.18M	0.24%	101
2025 Q2	$2.09M	Sell	30,106 -152,917	-84%	-$10.6M	0.39%	64
2025 Q1	$13.2M	Buy	183,023 +154,750	+547%	+$10.9M	0.74%	26
2024 Q4	$2.06M	Buy	+28,273	New	+$2.2M	0.55%	36

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GWN Securities's NEE Position: Q1 2026 in Review

GWN Securities reduced its NextEra Energy (NEE) stake by 2.6% in Q1 2026, selling an estimated $33.7K and leaving 14,101 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #103.

GWN Securities first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q1 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

GWN Securities held 14,101 shares of NextEra Energy worth $1.31M as of Q1 2026.
GWN Securities sold 379 NextEra Energy shares in Q1 2026, an estimated $33.7K.
NextEra Energy made up 0.25% of GWN Securities's portfolio in Q1 2026, its #103 holding.
GWN Securities first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
GWN Securities's NextEra Energy position peaked at $13.2M in Q1 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.