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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Private Wealth's NEE Position: Q1 2026 in Review

Lake Street Private Wealth reduced its NextEra Energy (NEE) stake by 0.36% in Q1 2026, selling an estimated $2.04K and leaving 6,400 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #152.

Lake Street Private Wealth first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.08M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Lake Street Private Wealth held 6,400 shares of NextEra Energy worth $594K as of Q1 2026.
  • Lake Street Private Wealth sold 23 NextEra Energy shares in Q1 2026, an estimated $2.04K.
  • NextEra Energy made up 0.08% of Lake Street Private Wealth's portfolio in Q1 2026, its #152 holding.
  • Lake Street Private Wealth first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's NextEra Energy position peaked at $6.08M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.