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Lake Street Private Wealth’s NextEra Energy NEE Stock Holding History

Lake Street Private 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
Q2 		$578K Buy
6,591
+191
+3% +$17.3K 0.07% 163
2026
Q1 		$594K Sell
6,400
-23
-0.4% -$2.04K 0.08% 152
2025
Q4 		$516K Buy
6,423
+1
+0% +$83 0.06% 172
2025
Q3 		$485K Sell
6,422
-54
-0.8% -$3.95K 0.06% 169
2025
Q2 		$450K Sell
6,476
-542
-8% -$37.6K 0.06% 169
2025
Q1 		$498K Buy
7,018
+2,427
+53% +$171K 0.08% 155
2024
Q4 		$329K Sell
4,591
-41
-0.9% -$3.19K 0.05% 185
2024
Q3 		$392K Sell
4,632
-3,843
-45% -$300K 0.06% 191
2024
Q2 		$600K Buy
8,475
+79
+0.9% +$5.61K 0.08% 199
2024
Q1 		$537K Buy
8,396
+6
+0.1% +$351 0.07% 219
2023
Q4 		$510K Sell
8,390
-4,059
-33% -$231K 0.08% 212
2023
Q3 		$711K Sell
12,449
-180
-1% -$12.5K 0.13% 153
2023
Q2 		$937K Buy
12,629
+671
+6% +$50.8K 0.16% 133
2023
Q1 		$922K Sell
11,958
-144
-1% -$11.1K 0.17% 132
2022
Q4 		$1.01M Buy
12,102
+429
+4% +$34.7K 0.21% 122
2022
Q3 		$915K Sell
11,673
-226
-2% -$19.2K 0.21% 113
2022
Q2 		$922K Sell
11,899
-32,825
-73% -$2.5M 0.19% 120
2022
Q1 		$3.79M Sell
44,724
-20,429
-31% -$1.64M 0.68% 32
2021
Q4 		$6.08M Buy
65,153
+5,311
+9% +$459K 1.07% 19
2021
Q3 		$4.7M Buy
59,842
+2,868
+5% +$231K 1.14% 17
2021
Q2 		$4.23M Buy
56,974
+1,031
+2% +$77.4K 1.08% 24
2021
Q1 		$4.23M Sell
55,943
-1,080
-2% -$84.3K 1.17% 22
2020
Q4 		$4.4M Sell
57,023
-669
-1% -$50K 1.27% 19
2020
Q3 		$4M Buy
57,692
+112
+0.2% +$7.73K 1.34% 18
2020
Q2 		$3.46M Buy
57,580
+1,732
+3% +$104K 1.28% 19
2020
Q1 		$3.36M Sell
55,848
-1,076
-2% -$67.6K 1.53% 16
2019
Q4 		$3.45M Buy
56,924
+6,200
+12% +$362K 1.32% 17
2019
Q3 		$2.96M Sell
50,724
-1,672
-3% -$90.5K 1.34% 19
2019
Q2 		$2.68M Buy
52,396
+4,588
+10% +$226K 1.58% 16
2019
Q1 		$2.31M Buy
+47,808
New +$2.19M 1.59% 19

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Street Private Wealth's NEE Position: Q2 2026 in Review

Lake Street Private Wealth increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $17.3K and bringing the position to 6,591 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #163.

Lake Street Private Wealth first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.08M in Q4 2021. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lake Street Private Wealth held 6,591 shares of NextEra Energy worth $578K as of Q2 2026.
  • Lake Street Private Wealth bought 191 NextEra Energy shares in Q2 2026, an estimated $17.3K.
  • NextEra Energy made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #163 holding.
  • Lake Street Private Wealth first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's NextEra Energy position peaked at $6.08M in Q4 2021.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.