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 Q2	$439K	Buy	+5,003	New	+$453K	0.23%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LeClair Wealth Partners's NEE Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in NextEra Energy (NEE) in Q2 2026: 5,003 shares worth $439K. The stake represents 0.23% of the portfolio and ranks #71 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in NEE as recently as Q4 2025.

LeClair Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LeClair Wealth Partners held 5,003 shares of NextEra Energy worth $439K as of Q2 2026.
NextEra Energy was a new LeClair Wealth Partners position in Q2 2026.
NextEra Energy made up 0.23% of LeClair Wealth Partners's portfolio in Q2 2026, its #71 holding.
LeClair Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.