Jessup Wealth Management’s NextEra Energy NEE Stock Holding History

Jessup 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	–	Sell	-305	Closed	-$24.4K	–	243
2025 Q4	$24.4K	Buy	+305	New	+$25.3K	0.01%	201

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

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

Jessup Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 305 shares — an estimated $24.4K sold.

Jessup Wealth Management first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $24.4K in Q4 2025. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Jessup Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 305 NextEra Energy shares in Q1 2026, an estimated $24.4K.
Jessup Wealth Management first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's NextEra Energy position peaked at $24.4K in Q4 2025.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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