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Modera Wealth Management’s NextEra Energy NEE Stock Holding History

Modera Wealth Management’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 		$5.3M Buy
57,041
+13,281
+30% +$1.18M 0.06% 173
2025
Q4 		$3.51M Buy
43,760
+1,258
+3% +$104K 0.04% 216
2025
Q3 		$3.21M Sell
42,502
-744
-2% -$54.4K 0.04% 225
2025
Q2 		$3M Buy
43,246
+1,988
+5% +$138K 0.04% 220
2025
Q1 		$2.92M Sell
41,258
-2,850
-6% -$201K 0.04% 216
2024
Q4 		$3.16M Buy
44,108
+4,387
+11% +$341K 0.04% 212
2024
Q3 		$3.36M Buy
39,721
+449
+1% +$35K 0.04% 197
2024
Q2 		$2.78M Buy
39,272
+249
+0.6% +$17.7K 0.04% 197
2024
Q1 		$2.49M Sell
39,023
-3,633
-9% -$213K 0.04% 208
2023
Q4 		$2.59M Buy
42,656
+47
+0.1% +$2.68K 0.04% 203
2023
Q3 		$2.44M Sell
42,609
-16,174
-28% -$1.12M 0.05% 195
2023
Q2 		$4.36M Buy
58,783
+52,633
+856% +$3.98M 0.08% 167
2023
Q1 		$474K Sell
6,150
-130
-2% -$10K 0.02% 222
2022
Q4 		$525K Sell
6,280
-489
-7% -$39.5K 0.02% 205
2022
Q3 		$531K Sell
6,769
-1,609
-19% -$137K 0.03% 180
2022
Q2 		$649K Sell
8,378
-1,227
-13% -$93.4K 0.03% 174
2022
Q1 		$814K Buy
9,605
+4,455
+87% +$357K 0.04% 168
2021
Q4 		$481K Buy
5,150
+369
+8% +$31.9K 0.02% 287
2021
Q3 		$375K Sell
4,781
-105
-2% -$8.47K 0.02% 176
2021
Q2 		$358K Buy
4,886
+136
+3% +$10.2K 0.02% 170
2021
Q1 		$359K Buy
4,750
+1,559
+49% +$122K 0.02% 164
2020
Q4 		$246K Buy
+3,191
New +$239K 0.02% 204
2020
Q2 		– Sell
-4,636
Closed -$279K – 156
2020
Q1 		$279K Buy
+4,636
New +$291K 0.06% 117

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

Modera Wealth Management's NEE Position: Q1 2026 in Review

Modera Wealth Management increased its NextEra Energy (NEE) stake by 30% in Q1 2026, buying an estimated $1.18M and bringing the position to 57,041 shares worth $5.3M. The position accounts for 0.06% of the portfolio, ranked #173.

Modera Wealth Management first reported a position in NEE in Q1 2020 and has held it in 23 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Modera Wealth Management held 57,041 shares of NextEra Energy worth $5.3M as of Q1 2026.
  • Modera Wealth Management bought 13,281 NextEra Energy shares in Q1 2026, an estimated $1.18M.
  • NextEra Energy made up 0.06% of Modera Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Modera Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 23 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.