IWM
NEE icon

IMG Wealth Management’s NextEra Energy NEE Stock Holding History

IMG 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 		$13.6K Sell
155
-40
-21% -$3.62K 0.01% 282
2026
Q1 		$18.1K Sell
195
-84
-30% -$7.47K 0.01% 250
2025
Q4 		$22.4K Buy
279
+125
+81% +$10.4K 0.01% 231
2025
Q3 		$11.6K Hold
154
– – 0.01% 250
2025
Q2 		$10.7K Buy
+154
New +$10.7K 0.01% 257

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

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

IMG Wealth Management reduced its NextEra Energy (NEE) stake by 21% in Q2 2026, selling an estimated $3.62K and leaving 155 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #282.

IMG Wealth Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.4K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • IMG Wealth Management held 155 shares of NextEra Energy worth $13.6K as of Q2 2026.
  • IMG Wealth Management sold 40 NextEra Energy shares in Q2 2026, an estimated $3.62K.
  • NextEra Energy made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #282 holding.
  • IMG Wealth Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's NextEra Energy position peaked at $22.4K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.