Jeppson Wealth Management
NEE icon

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
Q3 		$601K Sell
7,939
-160
-2% -$13.5K 0.17% 117
2026
Q2 		$711K Buy
8,099
+8
+0.1% +$724 0.21% 108
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jeppson Wealth Management's NEE Position: Q3 2026 in Review

Jeppson Wealth Management reduced its NextEra Energy (NEE) stake by 2% in Q3 2026, selling an estimated $13.5K and leaving 7,939 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #117.

Jeppson Wealth Management first reported a position in NEE in Q3 2020 and has held it in 25 quarters since. The position peaked at $751K in Q1 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Jeppson Wealth Management held 7,939 shares of NextEra Energy worth $601K as of Q3 2026.
  • Jeppson Wealth Management sold 160 NextEra Energy shares in Q3 2026, an estimated $13.5K.
  • NextEra Energy made up 0.17% of Jeppson Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Jeppson Wealth Management first reported a position in NextEra Energy in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's NextEra Energy position peaked at $751K in Q1 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.