Journey Strategic Wealth’s NextEra Energy NEE Stock Holding History

Journey Strategic Wealth’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	$2.17M	Buy	23,416 +2,352	+11%	+$209K	0.05%	98
2025 Q4	$1.69M	Buy	21,064 +964	+5%	+$79.8K	0.04%	113
2025 Q3	$1.52M	Sell	20,100 -197	-1%	-$14.4K	0.04%	120
2025 Q2	$1.41M	Buy	20,297 +5,086	+33%	+$353K	0.05%	122
2025 Q1	$1.08M	Sell	15,211 -550	-3%	-$38.8K	0.04%	126
2024 Q4	$1.13M	Sell	15,761 -1,153	-7%	-$89.6K	0.04%	109
2024 Q3	$1.43M	Buy	16,914 +10,417	+160%	+$813K	0.05%	96
2024 Q2	$460K	Buy	+6,497	New	+$461K	0.02%	175
2023 Q3	–	Sell	-2,778	Closed	-$206K	–	217
2023 Q2	$206K	Sell	2,778 -1,921	-41%	-$145K	0.01%	169
2023 Q1	$362K	Sell	4,699 -585	-11%	-$45K	0.04%	131
2022 Q4	$442K	Buy	5,284 +367	+7%	+$29.6K	0.05%	110
2022 Q3	$385K	Buy	+4,917	New	+$417K	0.05%	85
2022 Q2	–	Sell	-4,793	Closed	-$407K	–	185
2022 Q1	$407K	Buy	4,793 +683	+17%	+$54.7K	0.04%	71
2021 Q4	$384K	Buy	+4,110	New	+$355K	0.04%	93

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

Journey Strategic Wealth's NEE Position: Q1 2026 in Review

Journey Strategic Wealth increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $209K and bringing the position to 23,416 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #98.

Journey Strategic Wealth first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Journey Strategic Wealth held 23,416 shares of NextEra Energy worth $2.17M as of Q1 2026.
Journey Strategic Wealth bought 2,352 NextEra Energy shares in Q1 2026, an estimated $209K.
NextEra Energy made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #98 holding.
Journey Strategic Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.