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 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 $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

Imprint Wealth's NEE Position: Q1 2026 in Review

Imprint Wealth increased its NextEra Energy (NEE) stake by 12% in Q1 2026, buying an estimated $1.69K and bringing the position to 181 shares worth $16.8K. The position accounts for 0.08% of the portfolio, ranked #91.

Imprint Wealth first reported a position in NEE in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Imprint Wealth held 181 shares of NextEra Energy worth $16.8K as of Q1 2026.
Imprint Wealth bought 19 NextEra Energy shares in Q1 2026, an estimated $1.69K.
NextEra Energy made up 0.08% of Imprint Wealth's portfolio in Q1 2026, its #91 holding.
Imprint Wealth first reported a position in NextEra Energy in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's NextEra Energy position peaked at $1.91M in Q1 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.