Magnolia Wealth Management’s NextEra Energy NEE Stock Holding History

Magnolia 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 Q2	–	Sell	-1,109	Closed	-$103K	–	132
2026 Q1	$103K	Buy	+1,109	New	+$98.6K	0.06%	26

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 $3.37T AUM 44.26% 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

Magnolia Wealth Management's NEE Position: Q2 2026 in Review

Magnolia Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,109 shares — an estimated $103K sold.

Magnolia Wealth Management first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $103K in Q1 2026. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Magnolia Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 1,109 NextEra Energy shares in Q2 2026, an estimated $103K.
Magnolia Wealth Management first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's NextEra Energy position peaked at $103K in Q1 2026.
3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.