Nicholson Wealth Management Group’s NextEra Energy NEE Stock Holding History

Nicholson Wealth Management Group’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 Q2	$1.97M	Sell	22,421 -604	-3%	-$54.6K	1.16%	34
2026 Q1	$2.14M	Sell	23,025 -240	-1%	-$21.3K	1.24%	19
2025 Q4	$1.87M	Sell	23,265 -366	-2%	-$30.3K	1.1%	33
2025 Q3	$1.78M	Buy	23,631 +1,441	+6%	+$105K	1.04%	38
2025 Q2	$1.54M	Buy	22,190 +480	+2%	+$33.3K	0.95%	55
2025 Q1	$1.54M	Buy	21,710 +431	+2%	+$30.4K	1.01%	51
2024 Q4	$1.53M	Buy	21,279 +10,493	+97%	+$815K	1.02%	38
2024 Q3	$912K	Buy	+10,786	New	+$842K	0.75%	44

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nicholson Wealth Management Group's NEE Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2026, selling an estimated $54.6K and leaving 22,421 shares worth $1.97M. The position accounts for 1.16% of the portfolio, ranked #34.

Nicholson Wealth Management Group first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Nicholson Wealth Management Group held 22,421 shares of NextEra Energy worth $1.97M as of Q2 2026.
Nicholson Wealth Management Group sold 604 NextEra Energy shares in Q2 2026, an estimated $54.6K.
NextEra Energy made up 1.16% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #34 holding.
Nicholson Wealth Management Group first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's NextEra Energy position peaked at $2.14M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.