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Marion Wealth Management’s NextEra Energy NEE Stock Holding History

Marion 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 		$1.79M Sell
20,397
-142
-0.7% -$12.8K 0.36% 65
2026
Q1 		$1.91M Sell
20,539
-562
-3% -$50K 0.42% 58
2025
Q4 		$1.79M Buy
21,101
+125
+0.6% +$10.4K 0.4% 59
2025
Q3 		$1.58M Buy
20,976
+184
+0.9% +$13.4K 0.38% 59
2025
Q2 		$1.44M Buy
20,792
+355
+2% +$24.7K 0.36% 63
2025
Q1 		$1.45M Buy
20,437
+419
+2% +$29.6K 0.39% 64
2024
Q4 		$1.44M Buy
20,018
+347
+2% +$27K 0.38% 60
2024
Q3 		$1.66M Buy
19,671
+489
+3% +$38.2K 0.44% 51
2024
Q2 		$1.36M Buy
19,182
+234
+1% +$16.6K 0.4% 57
2024
Q1 		$1.21M Buy
18,948
+331
+2% +$19.4K 0.36% 62
2023
Q4 		$1.13M Buy
18,617
+2,896
+18% +$165K 0.36% 65
2023
Q3 		$901K Buy
15,721
+865
+6% +$59.9K 0.32% 63
2023
Q2 		$1.1M Buy
14,856
+473
+3% +$35.8K 0.39% 55
2023
Q1 		$1.11M Buy
14,383
+474
+3% +$36.5K 0.41% 50
2022
Q4 		$1.16M Buy
13,909
+1,433
+11% +$116K 0.49% 47
2022
Q3 		$978K Buy
12,476
+2,807
+29% +$238K 0.5% 43
2022
Q2 		$749K Buy
9,669
+3,098
+47% +$236K 0.39% 55
2022
Q1 		$557K Buy
6,571
+136
+2% +$10.9K 0.27% 75
2021
Q4 		$601K Buy
+6,435
New +$556K 0.28% 75

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

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

Marion Wealth Management reduced its NextEra Energy (NEE) stake by 0.69% in Q2 2026, selling an estimated $12.8K and leaving 20,397 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #65.

Marion Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Marion Wealth Management held 20,397 shares of NextEra Energy worth $1.79M as of Q2 2026.
  • Marion Wealth Management sold 142 NextEra Energy shares in Q2 2026, an estimated $12.8K.
  • NextEra Energy made up 0.36% of Marion Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Marion Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's NextEra Energy position peaked at $1.91M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.