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Legacy Wealth Management (Idaho)’s NextEra Energy NEE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-594
Closed -$55.2K – 666
2026
Q1 		$55.2K Buy
594
+112
+23% +$9.96K 0.03% 252
2025
Q4 		$38.7K Buy
482
+296
+159% +$24.5K 0.02% 254
2025
Q3 		$14K Hold
186
– – 0.01% 309
2025
Q2 		$12.9K Buy
186
+18
+11% +$1.25K 0.01% 283
2025
Q1 		$11.9K Sell
168
-9
-5% -$635 0.01% 303
2024
Q4 		$12.1K Sell
177
-764
-81% -$59.4K 0.01% 258
2024
Q3 		$69.9K Buy
+941
New +$73.4K 0.04% 101

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NEE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 594 shares — an estimated $55.2K sold.

Legacy Wealth Management (Idaho) first reported a position in NEE in Q3 2024 and held it in 7 quarters. The position peaked at $69.9K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 594 NextEra Energy shares in Q2 2026, an estimated $55.2K.
  • Legacy Wealth Management (Idaho) first reported a position in NextEra Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s NextEra Energy position peaked at $69.9K in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.