LeClair Wealth Partners’s NextEra Energy NEE Stock Holding History

LeClair Wealth Partners’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	–	Sell	-4,743	Closed	-$381K	–	161
2025 Q4	$381K	Hold	4,743	–	–	0.22%	62
2025 Q3	$358K	Hold	4,743	–	–	0.22%	61
2025 Q2	$329K	Hold	4,743	–	–	0.22%	71
2025 Q1	$336K	Hold	4,743	–	–	0.24%	71
2024 Q4	$340K	Buy	+4,743	New	+$368K	0.23%	70

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

LeClair Wealth Partners's NEE Position: Q1 2026 in Review

LeClair Wealth Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 4,743 shares — an estimated $381K sold.

LeClair Wealth Partners first reported a position in NEE in Q4 2024 and held it in 5 quarters. The position peaked at $381K in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LeClair Wealth Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 4,743 NextEra Energy shares in Q1 2026, an estimated $381K.
LeClair Wealth Partners first reported a position in NextEra Energy in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's NextEra Energy position peaked at $381K in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.