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Jeppson Wealth Management’s NextEra Energy NEE Stock Holding History

Jeppson 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
Q1 		$751K Buy
8,091
+5
+0.1% +$445 0.24% 93
2025
Q4 		$649K Buy
8,086
+1
+0% +$83 0.21% 103
2025
Q3 		$610K Sell
8,085
-403
-5% -$29.4K 0.19% 104
2025
Q2 		$589K Buy
8,488
+920
+12% +$63.9K 0.2% 107
2025
Q1 		$536K Buy
7,568
+1
+0% +$71 0.2% 112
2024
Q4 		$542K Buy
7,567
+1
+0% +$78 0.2% 119
2024
Q3 		$640K Hold
7,566
– – 0.23% 100
2024
Q2 		$536K Buy
7,566
+26
+0.3% +$1.84K 0.2% 109
2024
Q1 		$482K Sell
7,540
-279
-4% -$16.3K 0.19% 119
2023
Q4 		$475K Sell
7,819
-2,034
-21% -$116K 0.2% 113
2023
Q3 		$564K Buy
9,853
+1,895
+24% +$131K 0.26% 96
2023
Q2 		$590K Sell
7,958
-48
-0.6% -$3.63K 0.26% 94
2023
Q1 		$617K Sell
8,006
-52
-0.6% -$4K 0.27% 94
2022
Q4 		$674K Sell
8,058
-20
-0.2% -$1.62K 0.28% 80
2022
Q3 		$633K Buy
8,078
+600
+8% +$50.9K 0.29% 81
2022
Q2 		$579K Sell
7,478
-50
-0.7% -$3.81K 0.25% 90
2022
Q1 		$637K Buy
7,528
+73
+1% +$5.85K 0.3% 78
2021
Q4 		$696K Sell
7,455
-20
-0.3% -$1.73K 0.34% 70
2021
Q3 		$586K Hold
7,475
– – 0.31% 72
2021
Q2 		$547K Sell
7,475
-50
-0.7% -$3.75K 0.3% 76
2021
Q1 		$568K Sell
7,525
-100
-1% -$7.8K 0.34% 71
2020
Q4 		$588K Sell
7,625
-1,355
-15% -$101K 0.39% 64
2020
Q3 		$623K Buy
+8,980
New +$620K 0.49% 52

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

Jeppson Wealth Management's NEE Position: Q1 2026 in Review

Jeppson Wealth Management increased its NextEra Energy (NEE) stake by 0.06% in Q1 2026, buying an estimated $445 and bringing the position to 8,091 shares worth $751K. The position accounts for 0.24% of the portfolio, ranked #93.

Jeppson Wealth Management first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Jeppson Wealth Management held 8,091 shares of NextEra Energy worth $751K as of Q1 2026.
  • Jeppson Wealth Management bought 5 NextEra Energy shares in Q1 2026, an estimated $445.
  • NextEra Energy made up 0.24% of Jeppson Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Jeppson Wealth Management first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.