Impact Partnership Wealth’s NextEra Energy NEE Stock Holding History

Impact Partnership Wealth’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	$240K	Buy	+2,732	New	+$247K	0.02%	383
2026 Q1	–	Sell	-6,850	Closed	-$550K	–	416
2025 Q4	$550K	Buy	+6,850	New	+$567K	0.07%	180
2024 Q2	–	Sell	-800	Closed	-$51.2K	–	509
2024 Q1	$51.2K	Sell	800 -51	-6%	-$2.99K	0.02%	320
2023 Q4	$51.7K	Buy	851 +61	+8%	+$3.48K	0.02%	317
2023 Q3	$45.3K	Sell	790 -3,569	-82%	-$247K	0.01%	405
2023 Q2	$323K	Buy	+4,359	New	+$330K	0.11%	128

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

Impact Partnership Wealth's NEE Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in NextEra Energy (NEE) in Q2 2026: 2,732 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in NEE as recently as Q4 2025.

Impact Partnership Wealth first reported a position in NEE in Q2 2023 and has held it in 6 quarters since. The position peaked at $550K in Q4 2025. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Impact Partnership Wealth held 2,732 shares of NextEra Energy worth $240K as of Q2 2026.
NextEra Energy was a new Impact Partnership Wealth position in Q2 2026.
NextEra Energy made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #383 holding.
Impact Partnership Wealth first reported a position in NextEra Energy in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's NextEra Energy position peaked at $550K in Q4 2025.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.