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Opal Wealth Advisors’s NextEra Energy NEE Stock Holding History

Opal Wealth Advisors’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 		$694K Sell
7,469
-461
-6% -$41K 0.16% 71
2025
Q4 		$637K Buy
7,930
+112
+1% +$9.28K 0.17% 81
2025
Q3 		$590K Buy
7,818
+149
+2% +$10.9K 0.16% 78
2025
Q2 		$532K Buy
7,669
+1,649
+27% +$115K 0.15% 82
2025
Q1 		$427K Buy
6,020
+168
+3% +$11.9K 0.13% 95
2024
Q4 		$420K Sell
5,852
-142
-2% -$11K 0.13% 101
2024
Q3 		$507K Buy
5,994
+2,179
+57% +$170K 0.16% 80
2024
Q2 		$270K Buy
+3,815
New +$271K 0.09% 133

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

Opal Wealth Advisors's NEE Position: Q1 2026 in Review

Opal Wealth Advisors reduced its NextEra Energy (NEE) stake by 5.8% in Q1 2026, selling an estimated $41K and leaving 7,469 shares worth $694K. The position accounts for 0.16% of the portfolio, ranked #71.

Opal Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Opal Wealth Advisors held 7,469 shares of NextEra Energy worth $694K as of Q1 2026.
  • Opal Wealth Advisors sold 461 NextEra Energy shares in Q1 2026, an estimated $41K.
  • NextEra Energy made up 0.16% of Opal Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Opal Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.