LMG Wealth Partners’s NextEra Energy NEE Stock Holding History

LMG 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	$299K	Hold	3,219	–	–	0.05%	132
2025 Q4	$258K	Hold	3,219	–	–	0.05%	138
2025 Q3	$243K	Hold	3,219	–	–	0.05%	142
2025 Q2	$223K	Hold	3,219	–	–	0.05%	132
2025 Q1	$228K	Hold	3,219	–	–	0.05%	119
2024 Q4	$231K	Hold	3,219	–	–	0.05%	121
2024 Q3	$272K	Hold	3,219	–	–	0.06%	108
2024 Q2	$228K	Hold	3,219	–	–	0.06%	112
2024 Q1	$206K	Buy	+3,219	New	+$189K	0.05%	117
2023 Q3	–	Sell	-3,219	Closed	-$239K	–	108
2023 Q2	$239K	Hold	3,219	–	–	0.07%	98
2023 Q1	$248K	Hold	3,219	–	–	0.08%	95
2022 Q4	$276K	Buy	+3,219	New	+$260K	0.09%	90

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

LMG Wealth Partners's NEE Position: Q1 2026 in Review

LMG Wealth Partners held its NextEra Energy (NEE) position steady in Q1 2026 at 3,219 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #132.

LMG Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LMG Wealth Partners held 3,219 shares of NextEra Energy worth $299K as of Q1 2026.
LMG Wealth Partners left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.05% of LMG Wealth Partners's portfolio in Q1 2026, its #132 holding.
LMG Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.