Parkwoods Wealth Partners’s NextEra Energy NEE Stock Holding History

Parkwoods 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	$342K	Buy	3,683 +1	+0%	+$89	0.08%	76
2025 Q4	$296K	Buy	3,682 +5	+0.1%	+$414	0.09%	85
2025 Q3	$278K	Buy	3,677 +12	+0.3%	+$877	0.09%	78
2025 Q2	$254K	Buy	3,665 +308	+9%	+$21.4K	0.15%	59
2025 Q1	$238K	Hold	3,357	–	–	0.16%	46
2024 Q4	$241K	Hold	3,357	–	–	0.19%	26
2024 Q3	$284K	Buy	+3,357	New	+$262K	0.23%	17

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

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

Parkwoods Wealth Partners increased its NextEra Energy (NEE) stake by 0.03% in Q1 2026, buying an estimated $89 and bringing the position to 3,683 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #76.

Parkwoods Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Parkwoods Wealth Partners held 3,683 shares of NextEra Energy worth $342K as of Q1 2026.
Parkwoods Wealth Partners bought 1 NextEra Energy share in Q1 2026, an estimated $89.
NextEra Energy made up 0.08% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #76 holding.
Parkwoods Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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