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 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 $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

Impact Partnership Wealth's NEE Position: Q1 2026 in Review

Impact Partnership Wealth sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 6,850 shares — an estimated $550K sold.

Impact Partnership Wealth first reported a position in NEE in Q2 2023 and held it in 5 quarters. The position peaked at $550K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Impact Partnership Wealth reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 6,850 NextEra Energy shares in Q1 2026, an estimated $550K.
Impact Partnership Wealth first reported a position in NextEra Energy in Q2 2023 and held it in 5 quarters.
Impact Partnership Wealth's NextEra Energy position peaked at $550K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.