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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Obermeyer Wealth Partners's NEE Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its NextEra Energy (NEE) stake by 98% in Q1 2026, selling an estimated $25.6M and leaving 5,043 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #178.

Obermeyer Wealth Partners first reported a position in NEE in Q4 2021 and has held it in 9 quarters since. The position peaked at $23.5M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Obermeyer Wealth Partners held 5,043 shares of NextEra Energy worth $468K as of Q1 2026.
Obermeyer Wealth Partners sold 287,816 NextEra Energy shares in Q1 2026, an estimated $25.6M.
NextEra Energy made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #178 holding.
Obermeyer Wealth Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 9 quarters since.
Obermeyer Wealth Partners's NextEra Energy position peaked at $23.5M in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.