LifeWealth Investments’s NextEra Energy NEE Stock Holding History

LifeWealth Investments’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	$368K	Buy	4,198 +20	+0.5%	+$1.81K	0.1%	96
2026 Q1	$388K	Buy	4,178 +43	+1%	+$3.82K	0.12%	92
2025 Q4	$332K	Buy	4,135 +80	+2%	+$6.63K	0.11%	112
2025 Q3	$306K	Sell	4,055 -19	-0.5%	-$1.39K	0.1%	109
2025 Q2	$283K	Hold	4,074	–	–	0.1%	119
2025 Q1	$289K	Sell	4,074 -907	-18%	-$64K	0.14%	102
2024 Q4	$357K	Buy	+4,981	New	+$387K	0.24%	92

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

LifeWealth Investments's NEE Position: Q2 2026 in Review

LifeWealth Investments increased its NextEra Energy (NEE) stake by 0.48% in Q2 2026, buying an estimated $1.81K and bringing the position to 4,198 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #96.

LifeWealth Investments first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LifeWealth Investments held 4,198 shares of NextEra Energy worth $368K as of Q2 2026.
LifeWealth Investments bought 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
NextEra Energy made up 0.1% of LifeWealth Investments's portfolio in Q2 2026, its #96 holding.
LifeWealth Investments first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's NextEra Energy position peaked at $388K in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.