Opes Wealth Management’s NextEra Energy NEE Stock Holding History

Opes 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 Q1	$394K	Sell	4,241 -15	-0.4%	-$1.33K	0.06%	106
2025 Q4	$342K	Sell	4,256 -35	-0.8%	-$2.9K	0.06%	118
2025 Q3	$324K	Sell	4,291 -793	-16%	-$57.9K	0.06%	116
2025 Q2	$353K	Buy	5,084 +727	+17%	+$50.5K	0.06%	112
2025 Q1	$309K	Buy	4,357 +41	+0.9%	+$2.89K	0.06%	114
2024 Q4	$309K	Sell	4,316 -94	-2%	-$7.3K	0.06%	110
2024 Q3	$373K	Hold	4,410	–	–	0.07%	98
2024 Q2	$312K	Buy	4,410 +218	+5%	+$15.5K	0.07%	104
2024 Q1	$268K	Sell	4,192 -134	-3%	-$7.85K	0.06%	115
2023 Q4	$263K	Sell	4,326 -462	-10%	-$26.3K	0.06%	111
2023 Q3	$274K	Buy	4,788 +51	+1%	+$3.53K	0.08%	105
2023 Q2	$351K	Buy	+4,737	New	+$359K	0.1%	97

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

Opes Wealth Management's NEE Position: Q1 2026 in Review

Opes Wealth Management reduced its NextEra Energy (NEE) stake by 0.35% in Q1 2026, selling an estimated $1.33K and leaving 4,241 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #106.

Opes Wealth Management first reported a position in NEE in Q2 2023 and has held it in 12 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Opes Wealth Management held 4,241 shares of NextEra Energy worth $394K as of Q1 2026.
Opes Wealth Management sold 15 NextEra Energy shares in Q1 2026, an estimated $1.33K.
NextEra Energy made up 0.06% of Opes Wealth Management's portfolio in Q1 2026, its #106 holding.
Opes Wealth Management first reported a position in NextEra Energy in Q2 2023 and has held it in 12 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.