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 Q2	$283K	Hold	3,219	–	–	0.05%	146
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 $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

LMG Wealth Partners's NEE Position: Q2 2026 in Review

LMG Wealth Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 3,219 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #146.

LMG Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $299K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LMG Wealth Partners held 3,219 shares of NextEra Energy worth $283K as of Q2 2026.
LMG Wealth Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of LMG Wealth Partners's portfolio in Q2 2026, its #146 holding.
LMG Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
LMG Wealth Partners's NextEra Energy position peaked at $299K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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