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Measured Wealth Private Client Group’s NextEra Energy NEE Stock Holding History

Measured Wealth Private Client Group’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 		$370K Hold
4,220
– – 0.09% 132
2026
Q1 		$392K Hold
4,220
– – 0.11% 124
2025
Q4 		$339K Sell
4,220
-68
-2% -$5.63K 0.09% 131
2025
Q3 		$324K Hold
4,288
– – 0.09% 132
2025
Q2 		$298K Sell
4,288
-2
-0% -$139 0.09% 144
2025
Q1 		$304K Sell
4,290
-637
-13% -$45K 0.1% 132
2024
Q4 		$353K Hold
4,927
– – 0.11% 117
2024
Q3 		$416K Sell
4,927
-1,414
-22% -$110K 0.14% 96
2024
Q2 		$449K Buy
6,341
+53
+0.8% +$3.76K 0.16% 101
2024
Q1 		$402K Buy
6,288
+197
+3% +$11.5K 0.14% 112
2023
Q4 		$370K Sell
6,091
-193
-3% -$11K 0.14% 115
2023
Q3 		$360K Sell
6,284
-140
-2% -$9.69K 0.14% 107
2023
Q2 		$477K Sell
6,424
-1
-0% -$76 0.18% 94
2023
Q1 		$495K Sell
6,425
-138
-2% -$10.6K 0.19% 85
2022
Q4 		$549K Hold
6,563
– – 0.23% 61
2022
Q3 		$515K Sell
6,563
-300
-4% -$25.5K 0.23% 61
2022
Q2 		$532K Sell
6,863
-26
-0.4% -$1.98K 0.23% 61
2022
Q1 		$584K Sell
6,889
-119
-2% -$9.54K 0.21% 56
2021
Q4 		$654K Buy
7,008
+22
+0.3% +$1.9K 0.23% 61
2021
Q3 		$549K Sell
6,986
-4,116
-37% -$332K 0.21% 66
2021
Q2 		$814K Sell
11,102
-110
-1% -$8.26K 0.26% 60
2021
Q1 		$848K Buy
11,212
+4,092
+57% +$319K 0.3% 49
2020
Q4 		$549K Sell
7,120
-1,240
-15% -$92.8K 0.23% 57
2020
Q3 		$580K Buy
8,360
+2,608
+45% +$180K 0.28% 56
2020
Q2 		$345K Buy
+5,752
New +$344K 0.2% 67
2018
Q4 		– Sell
-2,944
Closed -$123K – 480
2018
Q3 		$123K Buy
+2,944
New +$125K 0.07% 205

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's NEE Position: Q2 2026 in Review

Measured Wealth Private Client Group held its NextEra Energy (NEE) position steady in Q2 2026 at 4,220 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #132.

Measured Wealth Private Client Group first reported a position in NEE in Q3 2018 and has held it in 26 quarters since. The position peaked at $848K in Q1 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Measured Wealth Private Client Group held 4,220 shares of NextEra Energy worth $370K as of Q2 2026.
  • Measured Wealth Private Client Group left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.09% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #132 holding.
  • Measured Wealth Private Client Group first reported a position in NextEra Energy in Q3 2018 and has held it in 26 quarters since.
  • Measured Wealth Private Client Group's NextEra Energy position peaked at $848K in Q1 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.