Power Wealth Management’s NextEra Energy NEE Stock Holding History

Power 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	$953K	Sell	10,262 -2,989	-23%	-$266K	0.35%	44
2025 Q4	$1.06M	Sell	13,251 -659	-5%	-$54.6K	0.37%	45
2025 Q3	$1.05M	Sell	13,910 -517	-4%	-$37.8K	0.38%	46
2025 Q2	$1M	Sell	14,427 -3	-0%	-$208	0.39%	46
2025 Q1	$1.02M	Sell	14,430 -1,245	-8%	-$87.9K	0.41%	42
2024 Q4	$1.12M	Buy	15,675 +12,726	+432%	+$989K	0.47%	42
2024 Q3	$249K	Buy	2,949 +12	+0.4%	+$936	0.11%	82
2024 Q2	$208K	Sell	2,937 -2,088	-42%	-$148K	0.1%	96
2024 Q1	$321K	Sell	5,025 -379	-7%	-$22.2K	0.2%	74
2023 Q4	$328K	Buy	+5,404	New	+$308K	0.23%	72

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

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

Power Wealth Management reduced its NextEra Energy (NEE) stake by 23% in Q1 2026, selling an estimated $266K and leaving 10,262 shares worth $953K. The position accounts for 0.35% of the portfolio, ranked #44.

Power Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Power Wealth Management held 10,262 shares of NextEra Energy worth $953K as of Q1 2026.
Power Wealth Management sold 2,989 NextEra Energy shares in Q1 2026, an estimated $266K.
NextEra Energy made up 0.35% of Power Wealth Management's portfolio in Q1 2026, its #44 holding.
Power Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's NextEra Energy position peaked at $1.12M in Q4 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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