Phillips Wealth Planners’s NextEra Energy NEE Stock Holding History

Phillips Wealth Planners’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	$660K	Sell	6,955 -49	-0.7%	-$4.36K	0.5%	58
2025 Q4	$587K	Sell	7,004 -328	-4%	-$27.2K	0.47%	66
2025 Q3	$602K	Sell	7,332 -780	-10%	-$57K	0.5%	63
2025 Q2	$588K	Buy	8,112 +192	+2%	+$13.3K	0.53%	63
2025 Q1	$521K	Buy	7,920 +63	+0.8%	+$4.45K	0.55%	61
2024 Q4	$529K	Sell	7,857 -25	-0.3%	-$1.94K	0.53%	58
2024 Q3	$665K	Sell	7,882 -1,537	-16%	-$120K	0.64%	41
2024 Q2	$687K	Buy	9,419 +787	+9%	+$55.8K	0.72%	33
2024 Q1	$533K	Buy	8,632 +1,746	+25%	+$102K	0.61%	47
2023 Q4	$397K	Sell	6,886 -2,212	-24%	-$126K	0.48%	71
2023 Q3	$477K	Buy	9,098 +47	+0.5%	+$3.25K	0.65%	52
2023 Q2	$672K	Buy	9,051 +270	+3%	+$20.4K	0.88%	35
2023 Q1	$674K	Buy	8,781 +237	+3%	+$18.2K	0.89%	33
2022 Q4	$646K	Buy	+8,544	New	+$690K	1.13%	29

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

Phillips Wealth Planners's NEE Position: Q1 2026 in Review

Phillips Wealth Planners reduced its NextEra Energy (NEE) stake by 0.7% in Q1 2026, selling an estimated $4.36K and leaving 6,955 shares worth $660K. The position accounts for 0.5% of the portfolio, ranked #58.

Phillips Wealth Planners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q2 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Phillips Wealth Planners held 6,955 shares of NextEra Energy worth $660K as of Q1 2026.
Phillips Wealth Planners sold 49 NextEra Energy shares in Q1 2026, an estimated $4.36K.
NextEra Energy made up 0.5% of Phillips Wealth Planners's portfolio in Q1 2026, its #58 holding.
Phillips Wealth Planners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's NextEra Energy position peaked at $687K in Q2 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.