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 Q2	$506K	Buy	5,767 +91	+2%	+$8.23K	0.1%	196
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's NEE Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $8.23K and bringing the position to 5,767 shares worth $506K. The position accounts for 0.1% of the portfolio, ranked #196.

Legacy Capital Wealth Partners first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy Capital Wealth Partners held 5,767 shares of NextEra Energy worth $506K as of Q2 2026.
Legacy Capital Wealth Partners bought 91 NextEra Energy shares in Q2 2026, an estimated $8.23K.
NextEra Energy made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #196 holding.
Legacy Capital Wealth Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's NextEra Energy position peaked at $1.32M in Q3 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.