LWM Advisory Services’s NextEra Energy NEE Stock Holding History

LWM Advisory Services’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	$772K	Buy	8,314 +119	+1%	+$10.6K	0.82%	23
2025 Q4	$658K	Sell	8,195 -7,730	-49%	-$640K	0.39%	38
2025 Q3	$1.2M	Sell	15,925 -768	-5%	-$56.1K	0.7%	27
2025 Q2	$1.16M	Buy	16,693 +1,331	+9%	+$92.5K	0.8%	27
2025 Q1	$1.09M	Buy	15,362 +80	+0.5%	+$5.65K	0.76%	28
2024 Q4	$1.1M	Sell	15,282 -184	-1%	-$14.3K	0.76%	28
2024 Q3	$1.31M	Sell	15,466 -1,295	-8%	-$101K	0.97%	23
2024 Q2	$1.19M	Sell	16,761 -1,715	-9%	-$122K	1%	24
2024 Q1	$1.18M	Buy	18,476 +8,158	+79%	+$478K	0.95%	24
2023 Q4	$627K	Sell	10,318 -5,377	-34%	-$306K	0.55%	34
2023 Q3	$894K	Sell	15,695 -823	-5%	-$57K	0.96%	22
2023 Q2	$1.22M	Sell	16,518 -387	-2%	-$29.3K	1.29%	16
2023 Q1	$1.3M	Buy	16,905 +267	+2%	+$20.5K	1.39%	17
2022 Q4	$1.39M	Sell	16,638 -5,615	-25%	-$454K	1.54%	17
2022 Q3	$1.75M	Buy	22,253 +564	+3%	+$47.8K	1.98%	8
2022 Q2	$1.68M	Buy	21,689 +7,841	+57%	+$597K	2.02%	10
2022 Q1	$1.18M	Buy	13,848 +250	+2%	+$20K	1.46%	11
2021 Q4	$1.27M	Buy	+13,598	New	+$1.18M	1.58%	11

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

LWM Advisory Services's NEE Position: Q1 2026 in Review

LWM Advisory Services increased its NextEra Energy (NEE) stake by 1.5% in Q1 2026, buying an estimated $10.6K and bringing the position to 8,314 shares worth $772K. The position accounts for 0.82% of the portfolio, ranked #23.

LWM Advisory Services first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q3 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LWM Advisory Services held 8,314 shares of NextEra Energy worth $772K as of Q1 2026.
LWM Advisory Services bought 119 NextEra Energy shares in Q1 2026, an estimated $10.6K.
NextEra Energy made up 0.82% of LWM Advisory Services's portfolio in Q1 2026, its #23 holding.
LWM Advisory Services first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
LWM Advisory Services's NextEra Energy position peaked at $1.75M in Q3 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.