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Marietta Wealth Management’s NextEra Energy NEE Stock Holding History

Marietta 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 		$9.74M Buy
104,866
+401
+0.4% +$35.7K 1.16% 31
2025
Q4 		$8.39M Buy
104,465
+1,882
+2% +$156K 0.97% 37
2025
Q3 		$7.74M Buy
102,583
+2,854
+3% +$209K 0.95% 38
2025
Q2 		$6.92M Buy
99,729
+3,758
+4% +$261K 0.9% 39
2025
Q1 		$6.8M Buy
95,971
+7,251
+8% +$512K 1% 41
2024
Q4 		$6.36M Buy
88,720
+1,060
+1% +$82.3K 0.91% 40
2024
Q3 		$7.41M Buy
87,660
+1,557
+2% +$122K 1.08% 34
2024
Q2 		$6.1M Buy
86,103
+3,915
+5% +$278K 0.95% 38
2024
Q1 		$5.25M Buy
82,188
+16,405
+25% +$961K 0.87% 54
2023
Q4 		$4M Sell
65,783
-9,747
-13% -$555K 0.71% 68
2023
Q3 		$4.33M Buy
75,530
+5,634
+8% +$390K 0.86% 54
2023
Q2 		$5.19M Buy
69,896
+2,733
+4% +$207K 0.98% 49
2023
Q1 		$5.18M Buy
67,163
+157
+0.2% +$12.1K 1.1% 45
2022
Q4 		$5.6M Buy
67,006
+348
+0.5% +$28.1K 1.27% 33
2022
Q3 		$5.23M Sell
66,658
-2,939
-4% -$249K 1.3% 28
2022
Q2 		$5.39M Buy
69,597
+1,330
+2% +$101K 1.3% 26
2022
Q1 		$5.78M Buy
68,267
+1,285
+2% +$103K 1.21% 34
2021
Q4 		$6.25M Buy
66,982
+1,321
+2% +$114K 1.26% 32
2021
Q3 		$5.16M Buy
65,661
+2,557
+4% +$206K 1.13% 35
2021
Q2 		$4.62M Buy
63,104
+17,513
+38% +$1.31M 1.04% 38
2021
Q1 		$3.45M Buy
45,591
+2,839
+7% +$222K 0.86% 52
2020
Q4 		$3.3M Buy
42,752
+3,296
+8% +$247K 0.91% 49
2020
Q3 		$2.74M Sell
39,456
-14,632
-27% -$1.01M 0.85% 56
2020
Q2 		$3.25M Buy
54,088
+1,904
+4% +$114K 1.11% 40
2020
Q1 		$3.14M Buy
52,184
+892
+2% +$56.1K 1.22% 31
2019
Q4 		$3.1M Buy
51,292
+2,136
+4% +$125K 1.02% 48
2019
Q3 		$2.86M Buy
49,156
+3,336
+7% +$181K 1.04% 47
2019
Q2 		$2.35M Buy
45,820
+6,808
+17% +$335K 0.91% 53
2019
Q1 		$1.89M Buy
+39,012
New +$1.78M 0.77% 59

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

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

Marietta Wealth Management increased its NextEra Energy (NEE) stake by 0.38% in Q1 2026, buying an estimated $35.7K and bringing the position to 104,866 shares worth $9.74M. The position accounts for 1.16% of the portfolio, ranked #31.

Marietta Wealth Management first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Marietta Wealth Management held 104,866 shares of NextEra Energy worth $9.74M as of Q1 2026.
  • Marietta Wealth Management bought 401 NextEra Energy shares in Q1 2026, an estimated $35.7K.
  • NextEra Energy made up 1.16% of Marietta Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Marietta Wealth Management first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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