High Note Wealth’s NextEra Energy NEE Stock Holding History

High Note Wealth’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	$37.2K	Buy	400 +32	+9%	+$2.85K	0.01%	215
2025 Q4	$29.5K	Buy	368 +65	+21%	+$5.38K	0.01%	236
2025 Q3	$22.9K	Buy	303 +5	+2%	+$365	﹤0.01%	238
2025 Q2	$20.7K	Buy	298 +6	+2%	+$417	﹤0.01%	234
2025 Q1	$20.7K	Sell	292 -3	-1%	-$212	0.01%	234
2024 Q4	$21.1K	Buy	+295	New	+$22.9K	0.01%	232
2024 Q1	–	Sell	-23,320	Closed	-$1.42M	–	95
2023 Q4	$1.42M	Buy	23,320 +309	+1%	+$17.6K	0.53%	41
2023 Q3	$1.32M	Buy	+23,011	New	+$1.59M	0.54%	40

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

High Note Wealth's NEE Position: Q1 2026 in Review

High Note Wealth increased its NextEra Energy (NEE) stake by 8.7% in Q1 2026, buying an estimated $2.85K and bringing the position to 400 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #215.

High Note Wealth first reported a position in NEE in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

High Note Wealth held 400 shares of NextEra Energy worth $37.2K as of Q1 2026.
High Note Wealth bought 32 NextEra Energy shares in Q1 2026, an estimated $2.85K.
NextEra Energy made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #215 holding.
High Note Wealth first reported a position in NextEra Energy in Q3 2023 and has held it in 8 quarters since.
High Note Wealth's NextEra Energy position peaked at $1.42M in Q4 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.