Obermeyer Wealth Partners’s NextEra Energy NEE Stock Holding History

Obermeyer Wealth Partners’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	$402K	Sell	4,580 -463	-9%	-$41.9K	0.02%	205
2026 Q1	$468K	Sell	5,043 -287,816	-98%	-$25.6M	0.02%	178
2025 Q4	$23.5M	Sell	292,859 -2,604	-0.9%	-$216K	1.07%	30
2025 Q3	$22.3M	Sell	295,463 -953	-0.3%	-$69.6K	1.04%	31
2025 Q2	$20.6M	Buy	296,416 +832	+0.3%	+$57.8K	1.02%	35
2025 Q1	$21M	Buy	295,584 +291,511	+7,157%	+$20.6M	1.12%	34
2024 Q4	$292K	Buy	+4,073	New	+$316K	0.02%	208
2024 Q1	–	Sell	-5,115	Closed	-$311K	–	258
2023 Q4	$311K	Buy	+5,115	New	+$292K	0.02%	168
2022 Q2	–	Sell	-2,413	Closed	-$204K	–	226
2022 Q1	$204K	Hold	2,413	–	–	0.01%	227
2021 Q4	$225K	Buy	+2,413	New	+$209K	0.01%	211

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

Obermeyer Wealth Partners's NEE Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its NextEra Energy (NEE) stake by 9.2% in Q2 2026, selling an estimated $41.9K and leaving 4,580 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #205.

Obermeyer Wealth Partners first reported a position in NEE in Q4 2021 and has held it in 10 quarters since. The position peaked at $23.5M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Obermeyer Wealth Partners held 4,580 shares of NextEra Energy worth $402K as of Q2 2026.
Obermeyer Wealth Partners sold 463 NextEra Energy shares in Q2 2026, an estimated $41.9K.
NextEra Energy made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #205 holding.
Obermeyer Wealth Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 10 quarters since.
Obermeyer Wealth Partners's NextEra Energy position peaked at $23.5M in Q4 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.