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Naviter Wealth’s NextEra Energy NEE Stock Holding History

Naviter Wealth’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 		$403K Buy
4,334
+71
+2% +$6.31K 0.05% 215
2025
Q4 		$342K Sell
4,263
-2,173
-34% -$180K 0.04% 221
2025
Q3 		$486K Buy
6,436
+1,662
+35% +$121K 0.06% 203
2025
Q2 		$331K Buy
4,774
+98
+2% +$6.81K 0.04% 228
2025
Q1 		$329K Sell
4,676
-1,471
-24% -$104K 0.04% 223
2024
Q4 		$441K Sell
6,147
-12,730
-67% -$989K 0.05% 217
2024
Q3 		$1.6M Sell
18,877
-367
-2% -$28.6K 0.22% 129
2024
Q2 		$1.36M Buy
19,244
+1,732
+10% +$123K 0.2% 135
2024
Q1 		$1.12M Buy
17,512
+7,084
+68% +$415K 0.18% 146
2023
Q4 		$633K Sell
10,428
-1,256
-11% -$71.6K 0.13% 166
2023
Q3 		$669K Buy
11,684
+211
+2% +$14.6K 0.16% 150
2023
Q2 		$851K Buy
11,473
+1,612
+16% +$122K 0.22% 121
2023
Q1 		$760K Sell
9,861
-485
-5% -$37.3K 0.27% 107
2022
Q4 		$868K Buy
10,346
+1,315
+15% +$106K 0.24% 97
2022
Q3 		$708K Buy
9,031
+466
+5% +$39.5K 0.29% 82
2022
Q2 		$663K Buy
+8,565
New +$652K 0.27% 87

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

Naviter Wealth's NEE Position: Q1 2026 in Review

Naviter Wealth increased its NextEra Energy (NEE) stake by 1.7% in Q1 2026, buying an estimated $6.31K and bringing the position to 4,334 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #215.

Naviter Wealth first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Naviter Wealth held 4,334 shares of NextEra Energy worth $403K as of Q1 2026.
  • Naviter Wealth bought 71 NextEra Energy shares in Q1 2026, an estimated $6.31K.
  • NextEra Energy made up 0.05% of Naviter Wealth's portfolio in Q1 2026, its #215 holding.
  • Naviter Wealth first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's NextEra Energy position peaked at $1.6M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.