Johnson & White Wealth Management’s NextEra Energy NEE Stock Holding History

Johnson & White 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	$797K	Buy	10,522 +264	+3%	+$22.3K	0.29%	66
2026 Q2	$900K	Sell	10,258 -154	-1%	-$13.9K	0.34%	60
2026 Q1	$967K	Buy	10,412 +76	+0.7%	+$6.76K	0.41%	51
2025 Q4	$830K	Buy	10,336 +144	+1%	+$11.9K	0.36%	58
2025 Q3	$769K	Buy	10,192 +52	+0.5%	+$3.8K	0.35%	59
2025 Q2	$704K	Buy	10,140 +389	+4%	+$27K	0.35%	58
2025 Q1	$691K	Buy	9,751 +203	+2%	+$14.3K	0.39%	55
2024 Q4	$684K	Buy	9,548 +541	+6%	+$42K	0.41%	51
2024 Q3	$761K	Buy	9,007 +685	+8%	+$53.5K	0.66%	30
2024 Q2	$589K	Buy	+8,322	New	+$590K	0.56%	32
2023 Q1	–	Sell	-3,770	Closed	-$681K	–	108
2022 Q4	$681K	Buy	+3,770	New	+$305K	0.69%	36

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson & White Wealth Management's NEE Position: Q3 2026 in Review

Johnson & White Wealth Management increased its NextEra Energy (NEE) stake by 2.6% in Q3 2026, buying an estimated $22.3K and bringing the position to 10,522 shares worth $797K. The position accounts for 0.29% of the portfolio, ranked #66.

Johnson & White Wealth Management first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. The position peaked at $967K in Q1 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Johnson & White Wealth Management held 10,522 shares of NextEra Energy worth $797K as of Q3 2026.
Johnson & White Wealth Management bought 264 NextEra Energy shares in Q3 2026, an estimated $22.3K.
NextEra Energy made up 0.29% of Johnson & White Wealth Management's portfolio in Q3 2026, its #66 holding.
Johnson & White Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
Johnson & White Wealth Management's NextEra Energy position peaked at $967K in Q1 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.