LongView Wealth Management’s NextEra Energy NEE Stock Holding History

LongView Wealth Management’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	–	Sell	-2,777	Closed	-$225K	–	263
2025 Q4	$225K	Hold	2,777	–	–	0.05%	237
2025 Q3	$210K	Sell	2,777 -1,087	-28%	-$79.4K	0.06%	217
2025 Q2	$268K	Buy	3,864 +13	+0.3%	+$903	0.08%	181
2025 Q1	$273K	Sell	3,851 -303	-7%	-$21.4K	0.08%	174
2024 Q4	$298K	Buy	4,154 +12	+0.3%	+$932	0.09%	162
2024 Q3	$350K	Sell	4,142 -96	-2%	-$7.49K	0.11%	141
2024 Q2	$300K	Buy	+4,238	New	+$301K	0.11%	147

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

LongView Wealth Management's NEE Position: Q1 2026 in Review

LongView Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,777 shares — an estimated $225K sold.

LongView Wealth Management first reported a position in NEE in Q2 2024 and held it in 7 quarters. The position peaked at $350K in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LongView Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
LongView Wealth Management sold 2,777 NextEra Energy shares in Q1 2026, an estimated $225K.
LongView Wealth Management first reported a position in NextEra Energy in Q2 2024 and held it in 7 quarters.
LongView Wealth Management's NextEra Energy position peaked at $350K in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.