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Parr McKnight Wealth Management Group’s NextEra Energy NEE Stock Holding History

Parr McKnight Wealth Management Group’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 		$5.86M Sell
63,043
-5,799
-8% -$516K 0.77% 40
2025
Q4 		$5.53M Sell
68,842
-1,517
-2% -$126K 0.72% 37
2025
Q3 		$5.31M Buy
70,359
+518
+0.7% +$37.8K 0.7% 38
2025
Q2 		$4.85M Buy
69,841
+82
+0.1% +$5.7K 0.67% 43
2025
Q1 		$4.95M Sell
69,759
-293
-0.4% -$20.7K 0.71% 39
2024
Q4 		$5.02M Buy
+70,052
New +$5.44M 0.72% 35

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

Parr McKnight Wealth Management Group's NEE Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its NextEra Energy (NEE) stake by 8.4% in Q1 2026, selling an estimated $516K and leaving 63,043 shares worth $5.86M. The position accounts for 0.77% of the portfolio, ranked #40.

Parr McKnight Wealth Management Group first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Parr McKnight Wealth Management Group held 63,043 shares of NextEra Energy worth $5.86M as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 5,799 NextEra Energy shares in Q1 2026, an estimated $516K.
  • NextEra Energy made up 0.77% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #40 holding.
  • Parr McKnight Wealth Management Group first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.