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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
Q2 		$551K Buy
6,273
+52
+0.8% +$4.7K 0.07% 88
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
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 $3.38T AUM 44.17% 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

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

Horizon Wealth Management increased its NextEra Energy (NEE) stake by 0.84% in Q2 2026, buying an estimated $4.7K and bringing the position to 6,273 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #88.

Horizon Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Horizon Wealth Management held 6,273 shares of NextEra Energy worth $551K as of Q2 2026.
  • Horizon Wealth Management bought 52 NextEra Energy shares in Q2 2026, an estimated $4.7K.
  • NextEra Energy made up 0.07% of Horizon Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Horizon Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's NextEra Energy position peaked at $592K in Q4 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.