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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
Q2 		$503K Buy
5,732
+439
+8% +$39.7K 0.06% 160
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Madison Wealth Partners increased its NextEra Energy (NEE) stake by 8.3% in Q2 2026, buying an estimated $39.7K and bringing the position to 5,732 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #160.

Madison Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Madison Wealth Partners held 5,732 shares of NextEra Energy worth $503K as of Q2 2026.
  • Madison Wealth Partners bought 439 NextEra Energy shares in Q2 2026, an estimated $39.7K.
  • NextEra Energy made up 0.06% of Madison Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Madison Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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