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Modern Wealth Management’s NextEra Energy NEE Stock Holding History

Modern 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 		$24.6M Buy
264,504
+1,239
+0.5% +$110K 0.42% 63
2025
Q4 		$21.1M Buy
263,265
+6,066
+2% +$502K 0.39% 66
2025
Q3 		$19.4M Buy
257,199
+11,181
+5% +$817K 0.38% 72
2025
Q2 		$17.1M Buy
246,018
+34,375
+16% +$2.39M 0.42% 59
2025
Q1 		$15M Buy
211,643
+10,638
+5% +$751K 0.48% 50
2024
Q4 		$14.4M Buy
201,005
+185,101
+1,164% +$14.4M 0.54% 47
2024
Q3 		$1.34M Buy
15,904
+225
+1% +$17.6K 0.08% 143
2024
Q2 		$1.11M Buy
15,679
+890
+6% +$63.1K 0.08% 132
2024
Q1 		$945K Buy
14,789
+3,180
+27% +$186K 0.09% 121
2023
Q4 		$705K Buy
+11,609
New +$662K 0.09% 76

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

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

Modern Wealth Management increased its NextEra Energy (NEE) stake by 0.47% in Q1 2026, buying an estimated $110K and bringing the position to 264,504 shares worth $24.6M. The position accounts for 0.42% of the portfolio, ranked #63.

Modern Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Modern Wealth Management held 264,504 shares of NextEra Energy worth $24.6M as of Q1 2026.
  • Modern Wealth Management bought 1,239 NextEra Energy shares in Q1 2026, an estimated $110K.
  • NextEra Energy made up 0.42% of Modern Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Modern Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.