Leo Wealth LLC’s NextEra Energy NEE Stock Holding History

Leo Wealth LLC’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	$239K	Buy	2,576 +32	+1%	+$2.85K	0.02%	402
2025 Q4	$204K	Buy	+2,544	New	+$211K	0.01%	405
2025 Q2	–	Sell	-3,059	Closed	-$217K	–	396
2025 Q1	$217K	Sell	3,059 -310	-9%	-$21.9K	0.03%	250
2024 Q4	$242K	Sell	3,369 -749	-18%	-$58.2K	0.02%	316
2024 Q3	$348K	Buy	4,118 +40	+1%	+$3.12K	0.03%	262
2024 Q2	$289K	Buy	4,078 +488	+14%	+$34.6K	0.03%	277
2024 Q1	$229K	Buy	+3,590	New	+$210K	0.02%	300

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

Leo Wealth LLC's NEE Position: Q1 2026 in Review

Leo Wealth LLC increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $2.85K and bringing the position to 2,576 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #402.

Leo Wealth LLC first reported a position in NEE in Q1 2024 and has held it in 7 quarters since. The position peaked at $348K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Leo Wealth LLC held 2,576 shares of NextEra Energy worth $239K as of Q1 2026.
Leo Wealth LLC bought 32 NextEra Energy shares in Q1 2026, an estimated $2.85K.
NextEra Energy made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #402 holding.
Leo Wealth LLC first reported a position in NextEra Energy in Q1 2024 and has held it in 7 quarters since.
Leo Wealth LLC's NextEra Energy position peaked at $348K in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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