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Maridea Wealth Management’s NextEra Energy NEE Stock Holding History

Maridea 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 		$1.22M Sell
13,132
-880
-6% -$78.2K 0.18% 133
2025
Q4 		$1.12M Sell
14,012
-755
-5% -$62.5K 0.17% 141
2025
Q3 		$1.25M Buy
+14,767
New +$1.08M 0.19% 121

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Maridea Wealth Management reduced its NextEra Energy (NEE) stake by 6.3% in Q1 2026, selling an estimated $78.2K and leaving 13,132 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #133.

Maridea Wealth Management first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q3 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Maridea Wealth Management held 13,132 shares of NextEra Energy worth $1.22M as of Q1 2026.
  • Maridea Wealth Management sold 880 NextEra Energy shares in Q1 2026, an estimated $78.2K.
  • NextEra Energy made up 0.18% of Maridea Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Maridea Wealth Management first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's NextEra Energy position peaked at $1.25M in Q3 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.