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 Q2	$448K	Buy	5,100 +1,417	+38%	+$128K	0.07%	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parkwoods Wealth Partners's NEE Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its NextEra Energy (NEE) stake by 38% in Q2 2026, buying an estimated $128K and bringing the position to 5,100 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #107.

Parkwoods Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Parkwoods Wealth Partners held 5,100 shares of NextEra Energy worth $448K as of Q2 2026.
Parkwoods Wealth Partners bought 1,417 NextEra Energy shares in Q2 2026, an estimated $128K.
NextEra Energy made up 0.07% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #107 holding.
Parkwoods Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.