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Medallion Wealth Advisors’s NextEra Energy NEE Stock Holding History

Medallion Wealth Advisors’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 		$42.6K Buy
459
+67
+17% +$5.96K 0.01% 502
2025
Q4 		$31.5K Sell
392
-12
-3% -$994 0.01% 559
2025
Q3 		$30.5K Sell
404
-1
-0.2% -$73 0.01% 559
2025
Q2 		$29.4K Sell
405
-74
-15% -$5.14K 0.01% 553
2025
Q1 		$34.1K Buy
479
+73
+18% +$5.15K 0.02% 489
2024
Q4 		$29.1K Buy
+406
New +$31.5K 0.01% 504

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

Medallion Wealth Advisors's NEE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $5.96K and bringing the position to 459 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #502.

Medallion Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Medallion Wealth Advisors held 459 shares of NextEra Energy worth $42.6K as of Q1 2026.
  • Medallion Wealth Advisors bought 67 NextEra Energy shares in Q1 2026, an estimated $5.96K.
  • NextEra Energy made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #502 holding.
  • Medallion Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.