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Integrated Wealth Concepts’s NextEra Energy NEE Stock Holding History

Integrated Wealth Concepts’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 		$7.05M Buy
75,873
+31,748
+72% +$2.82M 0.06% 318
2025
Q4 		$3.54M Sell
44,125
-26,956
-38% -$2.23M 0.04% 383
2025
Q3 		$5.37M Buy
71,081
+3,247
+5% +$237K 0.05% 353
2025
Q2 		$4.71M Buy
67,834
+1,562
+2% +$108K 0.05% 352
2025
Q1 		$4.7M Sell
66,272
-155
-0.2% -$10.9K 0.05% 328
2024
Q4 		$4.76M Buy
66,427
+21,964
+49% +$1.71M 0.06% 309
2024
Q3 		$3.76M Sell
44,463
-1,664
-4% -$130K 0.05% 354
2024
Q2 		$3.27M Buy
46,127
+2,782
+6% +$197K 0.04% 366
2024
Q1 		$2.77M Buy
43,345
+3,859
+10% +$226K 0.04% 406
2023
Q4 		$2.4M Buy
39,486
+7,248
+22% +$413K 0.04% 415
2023
Q3 		$1.85M Sell
32,238
-1,704
-5% -$118K 0.03% 481
2023
Q2 		$2.52M Buy
33,942
+6,048
+22% +$458K 0.04% 376
2023
Q1 		$2.15M Sell
27,894
-648
-2% -$49.8K 0.04% 382
2022
Q4 		$2.39M Buy
28,542
+714
+3% +$57.7K 0.06% 283
2022
Q3 		$2.18M Buy
27,828
+1,018
+4% +$86.4K 0.07% 261
2022
Q2 		$2.08M Buy
26,810
+796
+3% +$60.6K 0.06% 270
2022
Q1 		$2.2M Buy
26,014
+1,828
+8% +$146K 0.07% 241
2021
Q4 		$2.26M Buy
24,186
+1,664
+7% +$144K 0.07% 240
2021
Q3 		$1.77M Buy
22,522
+11,518
+105% +$929K 0.06% 265
2021
Q2 		$806K Buy
11,004
+2,230
+25% +$167K 0.03% 412
2021
Q1 		$663K Buy
8,774
+3,125
+55% +$244K 0.03% 405
2020
Q4 		$436K Buy
5,649
+1,089
+24% +$81.5K 0.02% 439
2020
Q3 		$317K Buy
4,560
+768
+20% +$53K 0.02% 443
2020
Q2 		$228K Sell
3,792
-132
-3% -$7.9K 0.02% 461
2020
Q1 		$236K Sell
3,924
-216
-5% -$13.6K 0.02% 357
2019
Q4 		$251K Sell
4,140
-5,200
-56% -$304K 0.02% 403
2019
Q3 		$544K Buy
9,340
+60
+0.6% +$3.25K 0.06% 189
2019
Q2 		$475K Buy
+9,280
New +$457K 0.06% 187

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's NEE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its NextEra Energy (NEE) stake by 72% in Q1 2026, buying an estimated $2.82M and bringing the position to 75,873 shares worth $7.05M. The position accounts for 0.06% of the portfolio, ranked #318.

Integrated Wealth Concepts first reported a position in NEE in Q2 2019 and has held it in 28 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Integrated Wealth Concepts held 75,873 shares of NextEra Energy worth $7.05M as of Q1 2026.
  • Integrated Wealth Concepts bought 31,748 NextEra Energy shares in Q1 2026, an estimated $2.82M.
  • NextEra Energy made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #318 holding.
  • Integrated Wealth Concepts first reported a position in NextEra Energy in Q2 2019 and has held it in 28 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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