Madison Wealth Partners’s NextEra Energy NEE Stock Holding History

Madison 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	$492K	Sell	5,293 -53	-1%	-$4.71K	0.08%	117
2025 Q4	$429K	Buy	5,346 +345	+7%	+$28.6K	0.08%	110
2025 Q3	$378K	Buy	5,001 +25	+0.5%	+$1.83K	0.07%	110
2025 Q2	$345K	Buy	4,976 +393	+9%	+$27.3K	0.08%	113
2025 Q1	$325K	Buy	4,583 +1,305	+40%	+$92.1K	0.08%	109
2024 Q4	$235K	Buy	3,278 +88	+3%	+$6.84K	0.07%	136
2024 Q3	$270K	Buy	+3,190	New	+$249K	0.08%	123

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

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

Madison Wealth Partners reduced its NextEra Energy (NEE) stake by 0.99% in Q1 2026, selling an estimated $4.71K and leaving 5,293 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #117.

Madison Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Madison Wealth Partners held 5,293 shares of NextEra Energy worth $492K as of Q1 2026.
Madison Wealth Partners sold 53 NextEra Energy shares in Q1 2026, an estimated $4.71K.
NextEra Energy made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #117 holding.
Madison Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.