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Outlook Wealth Advisors’s NextEra Energy NEE Stock Holding History

Outlook 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 		$466K Sell
5,047
-97
-2% -$8.62K 0.11% 180
2025
Q4 		$413K Buy
5,144
+2,157
+72% +$179K 0.09% 185
2025
Q3 		$225K Buy
2,987
+44
+1% +$3.21K 0.06% 279
2025
Q2 		$204K Hold
2,943
– – 0.05% 266
2025
Q1 		$209K Sell
2,943
-5,301
-64% -$374K 0.06% 257
2024
Q4 		$591K Sell
8,244
-2
-0% -$155 0.17% 120
2024
Q3 		$697K Sell
8,246
-75
-0.9% -$5.85K 0.2% 103
2024
Q2 		$589K Sell
8,321
-74
-0.9% -$5.25K 0.18% 114
2024
Q1 		$536K Sell
8,395
-3,080
-27% -$180K 0.17% 132
2023
Q4 		$697K Sell
11,475
-1,405
-11% -$80.1K 0.24% 87
2023
Q3 		$738K Buy
12,880
+300
+2% +$20.8K 0.28% 85
2023
Q2 		$933K Sell
12,580
-434
-3% -$32.9K 0.35% 65
2023
Q1 		$1M Buy
13,014
+23
+0.2% +$1.77K 0.45% 51
2022
Q4 		$1.09M Buy
12,991
+2,662
+26% +$215K 0.52% 45
2022
Q3 		$809K Sell
10,329
-137
-1% -$11.6K 0.36% 63
2022
Q2 		$811K Buy
10,466
+71
+0.7% +$5.41K 0.33% 77
2022
Q1 		$881K Sell
10,395
-64
-0.6% -$5.13K 0.29% 80
2021
Q4 		$976K Buy
10,459
+53
+0.5% +$4.58K 0.29% 77
2021
Q3 		$817K Buy
10,406
+91
+0.9% +$7.34K 0.27% 94
2021
Q2 		$756K Sell
10,315
-998
-9% -$74.9K 0.24% 101
2021
Q1 		$855K Buy
11,313
+1,228
+12% +$95.8K 0.3% 79
2020
Q4 		$778K Buy
10,085
+205
+2% +$15.3K 0.28% 86
2020
Q3 		$685K Buy
9,880
+1,004
+11% +$69.3K 0.27% 82
2020
Q2 		$533K Sell
8,876
-416
-4% -$24.9K 0.23% 93
2020
Q1 		$559K Buy
9,292
+2,272
+32% +$143K 0.32% 69
2019
Q4 		$425K Buy
7,020
+184
+3% +$10.7K 0.24% 77
2019
Q3 		$398K Buy
6,836
+224
+3% +$12.1K 0.24% 95
2019
Q2 		$339K Buy
6,612
+352
+6% +$17.3K 0.22% 114
2019
Q1 		$303K Buy
6,260
+5,704
+1,026% +$261K 0.25% 109
2018
Q4 		$242K Buy
+556
New +$24.3K 0.11% 159

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

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

Outlook Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.9% in Q1 2026, selling an estimated $8.62K and leaving 5,047 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #180.

Outlook Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Outlook Wealth Advisors held 5,047 shares of NextEra Energy worth $466K as of Q1 2026.
  • Outlook Wealth Advisors sold 97 NextEra Energy shares in Q1 2026, an estimated $8.62K.
  • NextEra Energy made up 0.11% of Outlook Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • Outlook Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's NextEra Energy position peaked at $1.09M in Q4 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.