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 Q2	$281K	Hold	3,200	–	–	0.03%	113
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAG Wealth Partners's NEE Position: Q2 2026 in Review

IAG Wealth Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 3,200 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #113.

IAG Wealth Partners first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $297K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

IAG Wealth Partners held 3,200 shares of NextEra Energy worth $281K as of Q2 2026.
IAG Wealth Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #113 holding.
IAG Wealth Partners first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
IAG Wealth Partners's NextEra Energy position peaked at $297K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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