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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
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
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

McCarter Private Wealth Services's NEE Position: Q1 2026 in Review

McCarter Private Wealth Services increased its NextEra Energy (NEE) stake by 206% in Q1 2026, buying an estimated $1.42M and bringing the position to 23,757 shares worth $2.21M. The position accounts for 0.96% of the portfolio, ranked #31.

McCarter Private Wealth Services first reported a position in NEE in Q1 2025 and has held it in 3 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • McCarter Private Wealth Services held 23,757 shares of NextEra Energy worth $2.21M as of Q1 2026.
  • McCarter Private Wealth Services bought 15,987 NextEra Energy shares in Q1 2026, an estimated $1.42M.
  • NextEra Energy made up 0.96% of McCarter Private Wealth Services's portfolio in Q1 2026, its #31 holding.
  • McCarter Private Wealth Services first reported a position in NextEra Energy in Q1 2025 and has held it in 3 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.