Northwest Wealth Management’s NextEra Energy NEE Stock Holding History

Northwest 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 Q2	$217K	Sell	2,476 -99	-4%	-$8.96K	0.03%	252
2026 Q1	$239K	Hold	2,575	–	–	0.04%	212
2025 Q4	$207K	Buy	+2,575	New	+$213K	0.03%	240
2025 Q1	–	Sell	-2,834	Closed	-$203K	–	192
2024 Q4	$203K	Sell	2,834 -180	-6%	-$14K	0.04%	160
2024 Q3	$255K	Buy	3,014 +17	+0.6%	+$1.33K	0.06%	135
2024 Q2	$212K	Buy	+2,997	New	+$213K	0.05%	157
2019 Q2	–	Sell	-604	Closed	-$29K	–	346
2019 Q1	$29K	Hold	604	–	–	0.02%	266
2018 Q4	$26K	Hold	604	–	–	0.02%	260
2018 Q3	$25K	Hold	604	–	–	0.02%	279
2018 Q2	$25K	Hold	604	–	–	0.02%	282
2018 Q1	$25K	Buy	+604	New	+$23.3K	0.02%	286

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

Northwest Wealth Management's NEE Position: Q2 2026 in Review

Northwest Wealth Management reduced its NextEra Energy (NEE) stake by 3.8% in Q2 2026, selling an estimated $8.96K and leaving 2,476 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #252.

Northwest Wealth Management first reported a position in NEE in Q1 2018 and has held it in 11 quarters since. The position peaked at $255K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Northwest Wealth Management held 2,476 shares of NextEra Energy worth $217K as of Q2 2026.
Northwest Wealth Management sold 99 NextEra Energy shares in Q2 2026, an estimated $8.96K.
NextEra Energy made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #252 holding.
Northwest Wealth Management first reported a position in NextEra Energy in Q1 2018 and has held it in 11 quarters since.
Northwest Wealth Management's NextEra Energy position peaked at $255K in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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