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Palumbo Wealth Management’s NextEra Energy NEE Stock Holding History

Palumbo 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
Q2 		$604K Sell
6,878
-171
-2% -$15.5K 0.13% 122
2026
Q1 		$655K Buy
7,049
+473
+7% +$42.1K 0.16% 100
2025
Q4 		$528K Sell
6,576
-55
-0.8% -$4.55K 0.13% 119
2025
Q3 		$452K Buy
6,631
+476
+8% +$34.8K 0.14% 98
2025
Q2 		$427K Sell
6,155
-736
-11% -$51.1K 0.13% 118
2025
Q1 		$488K Buy
6,891
+544
+9% +$38.4K 0.16% 95
2024
Q4 		$455K Sell
6,347
-470
-7% -$36.5K 0.17% 91
2024
Q3 		$576K Buy
6,817
+486
+8% +$37.9K 0.22% 77
2024
Q2 		$448K Buy
6,331
+30
+0.5% +$2.13K 0.19% 82
2024
Q1 		$403K Buy
6,301
+25
+0.4% +$1.47K 0.18% 92
2023
Q4 		$381K Sell
6,276
-157
-2% -$8.95K 0.19% 86
2023
Q3 		$369K Sell
6,433
-17
-0.3% -$1.18K 0.2% 79
2023
Q2 		$479K Buy
6,450
+32
+0.5% +$2.42K 0.29% 62
2023
Q1 		$495K Sell
6,418
-298
-4% -$22.9K 0.33% 56
2022
Q4 		$561K Sell
6,716
-124
-2% -$10K 0.45% 50
2022
Q3 		$536K Sell
6,840
-204
-3% -$17.3K 0.45% 47
2022
Q2 		$546K Buy
7,044
+35
+0.5% +$2.67K 0.43% 49
2022
Q1 		$594K Buy
7,009
+31
+0.4% +$2.48K 0.38% 55
2021
Q4 		$651K Sell
6,978
-13
-0.2% -$1.12K 0.41% 53
2021
Q3 		$549K Sell
6,991
-726
-9% -$58.6K 0.36% 61
2021
Q2 		$565K Sell
7,717
-622
-7% -$46.7K 0.38% 63
2021
Q1 		$630K Buy
8,339
+30
+0.4% +$2.34K 0.47% 58
2020
Q4 		$641K Buy
+8,309
New +$622K 0.52% 46

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Palumbo Wealth Management's NEE Position: Q2 2026 in Review

Palumbo Wealth Management reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2026, selling an estimated $15.5K and leaving 6,878 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #122.

Palumbo Wealth Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $655K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Palumbo Wealth Management held 6,878 shares of NextEra Energy worth $604K as of Q2 2026.
  • Palumbo Wealth Management sold 171 NextEra Energy shares in Q2 2026, an estimated $15.5K.
  • NextEra Energy made up 0.13% of Palumbo Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Palumbo Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's NextEra Energy position peaked at $655K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.