McCarter Private Wealth Services’s NextEra Energy NEE Stock Holding History

McCarter Private Wealth Services’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	$2.06M	Sell	23,445 -312	-1%	-$28.2K	0.71%	47
2026 Q1	$2.21M	Buy	23,757 +15,987	+206%	+$1.42M	0.96%	31
2025 Q4	$624K	Buy	+7,770	New	+$644K	0.28%	74
2025 Q2	–	Sell	-3,947	Closed	-$280K	–	120
2025 Q1	$280K	Buy	+3,947	New	+$279K	0.18%	85

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

McCarter Private Wealth Services's NEE Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $28.2K and leaving 23,445 shares worth $2.06M. The position accounts for 0.71% of the portfolio, ranked #47.

McCarter Private Wealth Services first reported a position in NEE in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

McCarter Private Wealth Services held 23,445 shares of NextEra Energy worth $2.06M as of Q2 2026.
McCarter Private Wealth Services sold 312 NextEra Energy shares in Q2 2026, an estimated $28.2K.
NextEra Energy made up 0.71% of McCarter Private Wealth Services's portfolio in Q2 2026, its #47 holding.
McCarter Private Wealth Services first reported a position in NextEra Energy in Q1 2025 and has held it in 4 quarters since.
McCarter Private Wealth Services's NextEra Energy position peaked at $2.21M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.