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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
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 $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

Measured Wealth Private Client Group's NEE Position: Q1 2026 in Review

Measured Wealth Private Client Group held its NextEra Energy (NEE) position steady in Q1 2026 at 4,220 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #124.

Measured Wealth Private Client Group first reported a position in NEE in Q3 2018 and has held it in 25 quarters since. The position peaked at $848K in Q1 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Measured Wealth Private Client Group held 4,220 shares of NextEra Energy worth $392K as of Q1 2026.
  • Measured Wealth Private Client Group left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.11% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #124 holding.
  • Measured Wealth Private Client Group first reported a position in NextEra Energy in Q3 2018 and has held it in 25 quarters since.
  • Measured Wealth Private Client Group's NextEra Energy position peaked at $848K in Q1 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.