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NewEdge Wealth’s NextEra Energy NEE Stock Holding History

NewEdge 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 		$10.4M Sell
112,156
-14,695
-12% -$1.31M 0.12% 123
2025
Q4 		$10.2M Buy
126,851
+20,751
+20% +$1.72M 0.12% 135
2025
Q3 		$8.72M Buy
106,100
+8,865
+9% +$648K 0.12% 136
2025
Q2 		$7.06M Buy
97,235
+8,078
+9% +$561K 0.11% 153
2025
Q1 		$6.32M Sell
89,157
-27,251
-23% -$1.92M 0.11% 152
2024
Q4 		$8.35M Buy
116,408
+734
+0.6% +$57K 0.14% 127
2024
Q3 		$9.78M Buy
115,674
+53,015
+85% +$4.14M 0.18% 120
2024
Q2 		$4.44M Buy
62,659
+472
+0.8% +$33.5K 0.1% 177
2024
Q1 		$4.28M Buy
62,187
+945
+2% +$55.4K 0.1% 188
2023
Q4 		$3.72M Buy
61,242
+978
+2% +$55.7K 0.1% 183
2023
Q3 		$3.45M Buy
60,264
+5,758
+11% +$399K 0.11% 166
2023
Q2 		$4.04M Buy
54,506
+13,421
+33% +$1.02M 0.14% 142
2023
Q1 		$3.17M Sell
41,085
-434
-1% -$33.4K 0.12% 158
2022
Q4 		$3.47M Buy
41,519
+3,415
+9% +$276K 0.15% 133
2022
Q3 		$2.99M Buy
38,104
+1,976
+5% +$168K 0.14% 138
2022
Q2 		$2.8M Buy
36,128
+21,652
+150% +$1.65M 0.13% 147
2022
Q1 		$1.23M Buy
14,476
+5,820
+67% +$466K 0.05% 204
2021
Q4 		$808K Buy
8,656
+1,821
+27% +$157K 0.03% 250
2021
Q3 		$537K Sell
6,835
-46,714
-87% -$3.77M 0.03% 215
2021
Q2 		$3.92M Sell
53,549
-3,512
-6% -$264K 0.3% 91
2021
Q1 		$4.31M Buy
57,061
+41,793
+274% +$3.26M 0.43% 72
2020
Q4 		$1.18M Buy
+15,268
New +$1.14M 0.36% 75

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

NewEdge Wealth's NEE Position: Q1 2026 in Review

NewEdge Wealth reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $1.31M and leaving 112,156 shares worth $10.4M. The position accounts for 0.12% of the portfolio, ranked #123.

NewEdge Wealth first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • NewEdge Wealth held 112,156 shares of NextEra Energy worth $10.4M as of Q1 2026.
  • NewEdge Wealth sold 14,695 NextEra Energy shares in Q1 2026, an estimated $1.31M.
  • NextEra Energy made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #123 holding.
  • NewEdge Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.