Horizon Wealth Management’s NextEra Energy NEE Stock Holding History

Horizon 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	$578K	Buy	6,221 +39	+0.6%	+$3.47K	0.08%	78
2025 Q4	$496K	Buy	6,182 +40	+0.7%	+$3.31K	0.08%	76
2025 Q3	$464K	Buy	6,142 +45	+0.7%	+$3.29K	0.07%	75
2025 Q2	$423K	Sell	6,097 -2,131	-26%	-$148K	0.07%	66
2025 Q1	$583K	Buy	8,228 +2,217	+37%	+$156K	0.1%	46
2024 Q4	$431K	Buy	6,011 +40	+0.7%	+$3.11K	0.08%	59
2024 Q3	$505K	Buy	5,971 +33	+0.6%	+$2.58K	0.1%	48
2024 Q2	$420K	Sell	5,938 -2,310	-28%	-$164K	0.1%	45
2024 Q1	$527K	Buy	8,248 +2,586	+46%	+$151K	0.14%	39
2023 Q4	$344K	Buy	5,662 +40	+0.7%	+$2.28K	0.1%	49
2023 Q3	$322K	Sell	5,622 -301	-5%	-$20.8K	0.13%	47
2023 Q2	$439K	Buy	5,923 +32	+0.5%	+$2.42K	0.17%	40
2023 Q1	$454K	Sell	5,891 -367	-6%	-$28.2K	0.34%	34
2022 Q4	$523K	Sell	6,258 -178	-3%	-$14.4K	0.43%	28
2022 Q3	$505K	Buy	6,436 +34	+0.5%	+$2.88K	0.37%	30
2022 Q2	$496K	Buy	6,402 +34	+0.5%	+$2.59K	0.21%	50
2022 Q1	$539K	Buy	6,368 +30	+0.5%	+$2.4K	0.17%	54
2021 Q4	$592K	Buy	+6,338	New	+$548K	0.17%	51

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

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

Horizon Wealth Management increased its NextEra Energy (NEE) stake by 0.63% in Q1 2026, buying an estimated $3.47K and bringing the position to 6,221 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #78.

Horizon Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $592K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Horizon Wealth Management held 6,221 shares of NextEra Energy worth $578K as of Q1 2026.
Horizon Wealth Management bought 39 NextEra Energy shares in Q1 2026, an estimated $3.47K.
NextEra Energy made up 0.08% of Horizon Wealth Management's portfolio in Q1 2026, its #78 holding.
Horizon Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Horizon Wealth Management's NextEra Energy position peaked at $592K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.