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Pines Wealth Management’s NextEra Energy NEE Stock Holding History

Pines 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
Q1 		$1.92M Sell
20,721
-442
-2% -$39.3K 0.62% 33
2025
Q4 		$1.7M Buy
21,163
+75
+0.4% +$6.21K 0.55% 41
2025
Q3 		$1.59M Buy
21,088
+432
+2% +$31.6K 0.54% 42
2025
Q2 		$1.53M Buy
20,656
+1,520
+8% +$106K 0.54% 40
2025
Q1 		$1.23M Buy
19,136
+1,377
+8% +$97.2K 0.57% 41
2024
Q4 		$1.2M Buy
+17,759
New +$1.38M 0.52% 48

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

Pines Wealth Management's NEE Position: Q1 2026 in Review

Pines Wealth Management reduced its NextEra Energy (NEE) stake by 2.1% in Q1 2026, selling an estimated $39.3K and leaving 20,721 shares worth $1.92M. The position accounts for 0.62% of the portfolio, ranked #33.

Pines Wealth Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pines Wealth Management held 20,721 shares of NextEra Energy worth $1.92M as of Q1 2026.
  • Pines Wealth Management sold 442 NextEra Energy shares in Q1 2026, an estimated $39.3K.
  • NextEra Energy made up 0.62% of Pines Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Pines Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.