Imprint Wealth’s NextEra Energy NEE Stock Holding History

Imprint 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	$15.9K	Hold	181	–	–	0.06%	100
2026 Q1	$16.8K	Buy	181 +19	+12%	+$1.69K	0.08%	91
2025 Q4	$13K	Buy	162 +72	+80%	+$5.96K	0.06%	122
2025 Q3	$6.79K	Buy	+90	New	+$6.58K	0.02%	223
2024 Q1	$1.91M	Buy	30,091 +10,096	+50%	+$591K	0.46%	47
2023 Q4	$1.21M	Sell	19,995 -816	-4%	-$46.5K	0.98%	31
2023 Q3	$1.19M	Buy	20,811 +269	+1%	+$18.6K	1.01%	31
2023 Q2	$1.52M	Buy	20,542 +279	+1%	+$21.1K	0.96%	28
2023 Q1	$1.56M	Buy	+20,263	New	+$1.56M	1.03%	21

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

Imprint Wealth's NEE Position: Q2 2026 in Review

Imprint Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 181 shares worth $15.9K. The position accounts for 0.06% of the portfolio, ranked #100.

Imprint Wealth first reported a position in NEE in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.91M in Q1 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Imprint Wealth held 181 shares of NextEra Energy worth $15.9K as of Q2 2026.
Imprint Wealth left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Imprint Wealth's portfolio in Q2 2026, its #100 holding.
Imprint Wealth first reported a position in NextEra Energy in Q1 2023 and has held it in 9 quarters since.
Imprint Wealth's NextEra Energy position peaked at $1.91M in Q1 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.