IAG Wealth Partners’s NextEra Energy NEE Stock Holding History

IAG Wealth Partners’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	$297K	Hold	3,200	–	–	0.03%	104
2025 Q4	$257K	Hold	3,200	–	–	0.03%	110
2025 Q3	$242K	Hold	3,200	–	–	0.03%	109
2025 Q2	$222K	Hold	3,200	–	–	0.03%	106
2025 Q1	$227K	Hold	3,200	–	–	0.04%	104
2024 Q4	$229K	Hold	3,200	–	–	0.04%	92
2024 Q3	$270K	Hold	3,200	–	–	0.05%	88
2024 Q2	$227K	Hold	3,200	–	–	0.05%	89
2024 Q1	$205K	Hold	3,200	–	–	0.04%	92
2023 Q4	$194K	Hold	3,200	–	–	0.04%	85
2023 Q3	$183K	Hold	3,200	–	–	0.05%	78
2023 Q2	$237K	Hold	3,200	–	–	0.06%	76
2023 Q1	$247K	Sell	3,200 -149	-4%	-$11.5K	0.07%	67
2022 Q4	$280K	Buy	3,349 +3,340	+37,111%	+$270K	0.08%	59
2022 Q3	$1K	Sell	9 -25	-74%	-$2.12K	﹤0.01%	414
2022 Q2	$3K	Buy	34 +16	+89%	+$1.22K	﹤0.01%	374
2022 Q1	$2K	Buy	+18	New	+$1.44K	﹤0.01%	401

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

IAG Wealth Partners's NEE Position: Q1 2026 in Review

IAG Wealth Partners held its NextEra Energy (NEE) position steady in Q1 2026 at 3,200 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #104.

IAG Wealth Partners first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

IAG Wealth Partners held 3,200 shares of NextEra Energy worth $297K as of Q1 2026.
IAG Wealth Partners left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #104 holding.
IAG Wealth Partners first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.