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 Q3	$777K	Hold	10,262	–	–	0.26%	56
2026 Q2	$901K	Hold	10,262	–	–	0.31%	53
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Power Wealth Management's NEE Position: Q3 2026 in Review

Power Wealth Management held its NextEra Energy (NEE) position steady in Q3 2026 at 10,262 shares worth $777K. The position accounts for 0.26% of the portfolio, ranked #56.

Power Wealth Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2024. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Power Wealth Management held 10,262 shares of NextEra Energy worth $777K as of Q3 2026.
Power Wealth Management left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.26% of Power Wealth Management's portfolio in Q3 2026, its #56 holding.
Power Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Power Wealth Management's NextEra Energy position peaked at $1.12M in Q4 2024.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.