Legacy Capital Wealth Partners’s NextEra Energy NEE Stock Holding History

Legacy Capital 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	$527K	Sell	5,676 -9	-0.2%	-$800	0.11%	196
2025 Q4	$456K	Sell	5,685 -193	-3%	-$16K	0.1%	218
2025 Q3	$444K	Sell	5,878 -1,995	-25%	-$146K	0.1%	226
2025 Q2	$547K	Sell	7,873 -187	-2%	-$13K	0.12%	177
2025 Q1	$571K	Sell	8,060 -78	-1%	-$5.51K	0.14%	154
2024 Q4	$583K	Sell	8,138 -7,437	-48%	-$578K	0.14%	146
2024 Q3	$1.32M	Buy	15,575 +7,234	+87%	+$565K	0.26%	78
2024 Q2	$591K	Buy	8,341 +5,606	+205%	+$398K	0.15%	133
2024 Q1	$216K	Sell	2,735 -2,473	-47%	-$145K	0.15%	100
2023 Q4	$316K	Buy	5,208 +545	+12%	+$31.1K	0.09%	204
2023 Q3	$267K	Buy	+4,663	New	+$323K	0.07%	226
2023 Q2	–	Sell	-4,257	Closed	-$328K	–	165
2023 Q1	$328K	Buy	+4,257	New	+$327K	0.09%	184

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

Legacy Capital Wealth Partners's NEE Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its NextEra Energy (NEE) stake by 0.16% in Q1 2026, selling an estimated $800 and leaving 5,676 shares worth $527K. The position accounts for 0.11% of the portfolio, ranked #196.

Legacy Capital Wealth Partners first reported a position in NEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Legacy Capital Wealth Partners held 5,676 shares of NextEra Energy worth $527K as of Q1 2026.
Legacy Capital Wealth Partners sold 9 NextEra Energy shares in Q1 2026, an estimated $800.
NextEra Energy made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #196 holding.
Legacy Capital Wealth Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's NextEra Energy position peaked at $1.32M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.