HWM
NEE icon

HighMark Wealth Management’s NextEra Energy NEE Stock Holding History

HighMark 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 		– Sell
-79
Closed -$7.34K – 582
2026
Q1 		$7.34K Sell
79
-31
-28% -$2.76K ﹤0.01% 329
2025
Q4 		$8.83K Sell
110
-40
-27% -$3.31K ﹤0.01% 329
2025
Q3 		$11.3K Sell
150
-9
-6% -$658 0.01% 287
2025
Q2 		$11K Hold
159
– – 0.01% 297
2025
Q1 		$11.3K Buy
159
+18
+13% +$1.27K 0.01% 265
2024
Q4 		$10.1K Sell
141
-33
-19% -$2.56K 0.01% 285
2024
Q3 		$14.7K Sell
174
-51
-23% -$3.98K 0.01% 241
2024
Q2 		$15.9K Buy
225
+22
+11% +$1.56K 0.01% 222
2024
Q1 		$16K Buy
203
+40
+25% +$2.34K 0.01% 225
2023
Q4 		$9.9K Hold
163
– – 0.01% 263
2023
Q3 		$9.34K Hold
163
– – 0.01% 261
2023
Q2 		$12.1K Buy
163
+4
+3% +$303 0.01% 238
2023
Q1 		$12.3K Hold
159
– – 0.01% 267
2022
Q4 		$13.3K Buy
159
+16
+11% +$1.29K 0.01% 214
2022
Q3 		$11K Sell
143
-4
-3% -$339 0.01% 233
2022
Q2 		$11K Buy
147
+30
+26% +$2.28K 0.01% 233
2022
Q1 		$10K Buy
117
+12
+11% +$962 0.01% 266
2021
Q4 		$10K Hold
105
– – 0.01% 256
2021
Q3 		$8K Sell
105
-9
-8% -$726 0.01% 287
2021
Q2 		$8K Sell
114
-21
-16% -$1.58K 0.01% 289
2021
Q1 		$10K Sell
135
-57
-30% -$4.45K 0.01% 236
2020
Q4 		$15K Hold
192
– – 0.01% 181
2020
Q3 		$13K Hold
192
– – 0.01% 193
2020
Q2 		$12K Sell
192
-8
-4% -$479 0.01% 178
2020
Q1 		$12K Sell
200
-116
-37% -$7.29K 0.01% 142
2019
Q4 		$19K Buy
+316
New +$18.4K 0.02% 136

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

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

HighMark Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 79 shares — an estimated $7.34K sold.

HighMark Wealth Management first reported a position in NEE in Q4 2019 and held it in 26 quarters. The position peaked at $19K in Q4 2019. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HighMark Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 79 NextEra Energy shares in Q2 2026, an estimated $7.34K.
  • HighMark Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 26 quarters.
  • HighMark Wealth Management's NextEra Energy position peaked at $19K in Q4 2019.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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