Institute for Wealth Management’s NextEra Energy NEE Stock Holding History

Institute for 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	$120K	Buy	+1,369	New	+$124K	0.01%	639
2024 Q4	–	Sell	-2,570	Closed	-$217K	–	547
2024 Q3	$217K	Buy	+2,570	New	+$201K	0.03%	508
2022 Q1	–	Sell	-2,355	Closed	-$220K	–	558
2021 Q4	$220K	Buy	+2,355	New	+$204K	0.04%	452
2021 Q3	–	Sell	-3,555	Closed	-$261K	–	496
2021 Q2	$261K	Hold	3,555	–	–	0.05%	405
2021 Q1	$269K	Sell	3,555 -32	-0.9%	-$2.5K	0.05%	381
2020 Q4	$277K	Sell	3,587 -161	-4%	-$12K	0.06%	366
2020 Q3	$260K	Buy	3,748 +44	+1%	+$3.04K	0.06%	345
2020 Q2	$222K	Buy	3,704 +56	+2%	+$3.35K	0.05%	379
2020 Q1	$219K	Buy	+3,648	New	+$229K	0.07%	353
2019 Q3	–	Sell	-12,492	Closed	-$640K	–	456
2019 Q2	$640K	Buy	12,492 +804	+7%	+$39.6K	0.14%	217
2019 Q1	$565K	Buy	11,688 +4	+0%	+$183	0.12%	217
2018 Q4	$508K	Buy	+11,684	New	+$511K	0.21%	145

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's NEE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 1,369 shares worth $120K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NEE as recently as Q3 2024.

Institute for Wealth Management first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. The position peaked at $640K in Q2 2019. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Institute for Wealth Management held 1,369 shares of NextEra Energy worth $120K as of Q2 2026.
NextEra Energy was a new Institute for Wealth Management position in Q2 2026.
NextEra Energy made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #639 holding.
Institute for Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
Institute for Wealth Management's NextEra Energy position peaked at $640K in Q2 2019.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.