JGP Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6M | Buy |
143,678
+541
| +0.4% | +$48.9K | 1.13% | 22 |
|
|
2026
Q1 | $13.3M | Sell |
143,137
-25,648
| -15% | -$2.28M | 1.38% | 17 |
|
|
2025
Q4 | $13.6M | Sell |
168,785
-3,505
| -2% | -$290K | 1.41% | 17 |
|
|
2025
Q3 | $13.5M | Buy |
172,290
+1,401
| +0.8% | +$102K | 1.49% | 14 |
|
|
2025
Q2 | $11.9M | Buy |
170,889
+30
| +0% | +$2.08K | 1.44% | 18 |
|
|
2025
Q1 | $12.1M | Sell |
170,859
-7,080
| -4% | -$500K | 1.59% | 16 |
|
|
2024
Q4 | $12.8M | Buy |
177,939
+2,343
| +1% | +$182K | 1.65% | 19 |
|
|
2024
Q3 | $14.8M | Sell |
175,596
-853
| -0.5% | -$66.6K | 1.91% | 14 |
|
|
2024
Q2 | $12.5M | Sell |
176,449
-1,204
| -0.7% | -$85.4K | 1.78% | 17 |
|
|
2024
Q1 | $11.4M | Sell |
177,653
-50,964
| -22% | -$2.99M | 1.65% | 22 |
|
|
2023
Q4 | $13.9M | Buy |
228,617
+80,185
| +54% | +$4.57M | 2.06% | 16 |
|
|
2023
Q3 | $8.5M | Sell |
148,432
-32,433
| -18% | -$2.25M | 1.43% | 29 |
|
|
2023
Q2 | $13.4M | Buy |
180,865
+5,612
| +3% | +$425K | 2.19% | 13 |
|
|
2023
Q1 | $13.5M | Buy |
175,253
+3,348
| +2% | +$257K | 2.37% | 7 |
|
|
2022
Q4 | $14.4M | Buy |
171,905
+4,343
| +3% | +$351K | 2.64% | 6 |
|
|
2022
Q3 | $12.9M | Buy |
167,562
+3,440
| +2% | +$292K | 2.7% | 6 |
|
|
2022
Q2 | $13.1M | Buy |
164,122
+6,347
| +4% | +$483K | 2.64% | 6 |
|
|
2022
Q1 | $13.6M | Buy |
157,775
+8,943
| +6% | +$717K | 2.51% | 6 |
|
|
2021
Q4 | $13.4M | Buy |
148,832
+7,950
| +6% | +$687K | 2.49% | 9 |
|
|
2021
Q3 | $11.1M | Buy |
140,882
+2,762
| +2% | +$223K | 2.39% | 9 |
|
|
2021
Q2 | $10.1M | Buy |
138,120
+26,519
| +24% | +$1.99M | 2.18% | 12 |
|
|
2021
Q1 | $8.44M | Buy |
111,601
+871
| +0.8% | +$68K | 1.89% | 13 |
|
|
2020
Q4 | $9.19M | Buy |
110,730
+1,638
| +2% | +$123K | 2.13% | 9 |
|
|
2020
Q3 | $8.1M | Buy |
109,092
+772
| +0.7% | +$53.3K | 2.15% | 9 |
|
|
2020
Q2 | $6.86M | Buy |
108,320
+1,892
| +2% | +$113K | 2.02% | 10 |
|
|
2020
Q1 | $6.21M | Sell |
106,428
-6,540
| -6% | -$411K | 2.2% | 9 |
|
|
2019
Q4 | $6.82M | Buy |
112,968
+5,876
| +5% | +$343K | 2.02% | 10 |
|
|
2019
Q3 | $6.13M | Buy |
107,092
+588
| +0.6% | +$31.8K | 2.13% | 8 |
|
|
2019
Q2 | $5.46M | Buy |
106,504
+772
| +0.7% | +$38K | 1.93% | 9 |
|
|
2019
Q1 | $5.11M | Sell |
105,732
-3,568
| -3% | -$163K | 1.94% | 10 |
|
|
2018
Q4 | $4.75M | Buy |
109,300
+1,616
| +2% | +$70.7K | 1.96% | 11 |
|
|
2018
Q3 | $4.54M | Sell |
107,684
-1,032
| -0.9% | -$43.9K | 1.82% | 13 |
|
|
2018
Q2 | $4.54M | Buy |
+108,716
| New | +$4.39M | 1.89% | 7 |
|
Other funds holding NEE
JGP Wealth Management's NEE Position: Q2 2026 in Review
JGP Wealth Management increased its NextEra Energy (NEE) stake by 0.38% in Q2 2026, buying an estimated $48.9K and bringing the position to 143,678 shares worth $12.6M. The position accounts for 1.13% of the portfolio, ranked #22.
JGP Wealth Management first reported a position in NEE in Q2 2018 and has held it in 33 quarters since. The position peaked at $14.8M in Q3 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- JGP Wealth Management held 143,678 shares of NextEra Energy worth $12.6M as of Q2 2026.
- JGP Wealth Management bought 541 NextEra Energy shares in Q2 2026, an estimated $48.9K.
- NextEra Energy made up 1.13% of JGP Wealth Management's portfolio in Q2 2026, its #22 holding.
- JGP Wealth Management first reported a position in NextEra Energy in Q2 2018 and has held it in 33 quarters since.
- JGP Wealth Management's NextEra Energy position peaked at $14.8M in Q3 2024.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.