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Prestige Wealth Management Group’s NextEra Energy NEE Stock Holding History

Prestige 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 		$973K Buy
10,481
+202
+2% +$18K 0.19% 68
2025
Q4 		$825K Buy
10,279
+237
+2% +$19.6K 0.16% 72
2025
Q3 		$758K Buy
10,042
+251
+3% +$18.3K 0.15% 79
2025
Q2 		$680K Buy
9,791
+1,947
+25% +$135K 0.14% 79
2025
Q1 		$556K Buy
7,844
+141
+2% +$9.95K 0.12% 86
2024
Q4 		$552K Buy
7,703
+352
+5% +$27.3K 0.11% 91
2024
Q3 		$621K Sell
7,351
-115
-2% -$8.97K 0.13% 85
2024
Q2 		$529K Buy
7,466
+737
+11% +$52.3K 0.11% 83
2024
Q1 		$430K Buy
6,729
+163
+2% +$9.55K 0.09% 103
2023
Q4 		$399K Sell
6,566
-2,218
-25% -$126K 0.09% 97
2023
Q3 		$503K Buy
8,784
+124
+1% +$8.58K 0.12% 80
2023
Q2 		$643K Sell
8,660
-311
-3% -$23.5K 0.15% 67
2023
Q1 		$692K Buy
8,971
+1,027
+13% +$79K 0.17% 62
2022
Q4 		$664K Buy
7,944
+522
+7% +$42.2K 0.17% 68
2022
Q3 		$582K Buy
7,422
+546
+8% +$46.3K 0.16% 62
2022
Q2 		$533K Buy
6,876
+1,684
+32% +$128K 0.14% 66
2022
Q1 		$439K Buy
5,192
+212
+4% +$17K 0.11% 90
2021
Q4 		$465K Buy
4,980
+199
+4% +$17.2K 0.11% 80
2021
Q3 		$375K Buy
4,781
+394
+9% +$31.8K 0.1% 85
2021
Q2 		$321K Buy
4,387
+714
+19% +$53.6K 0.09% 91
2021
Q1 		$277K Sell
3,673
-330
-8% -$25.8K 0.08% 99
2020
Q4 		$309K Sell
4,003
-365
-8% -$27.3K 0.08% 98
2020
Q3 		$304K Buy
4,368
+708
+19% +$48.9K 0.09% 91
2020
Q2 		$220K Buy
3,660
+1,788
+96% +$107K 0.08% 90
2020
Q1 		$112K Buy
1,872
+1,760
+1,571% +$111K 0.05% 114
2019
Q4 		$7K Hold
112
– – ﹤0.01% 386
2019
Q3 		$7K Buy
+112
New +$6.06K ﹤0.01% 374
2019
Q1 		– Sell
-340
Closed -$15K – 904
2018
Q4 		$15K Buy
+340
New +$14.9K 0.01% 364

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

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

Prestige Wealth Management Group increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $18K and bringing the position to 10,481 shares worth $973K. The position accounts for 0.19% of the portfolio, ranked #68.

Prestige Wealth Management Group first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Prestige Wealth Management Group held 10,481 shares of NextEra Energy worth $973K as of Q1 2026.
  • Prestige Wealth Management Group bought 202 NextEra Energy shares in Q1 2026, an estimated $18K.
  • NextEra Energy made up 0.19% of Prestige Wealth Management Group's portfolio in Q1 2026, its #68 holding.
  • Prestige Wealth Management Group first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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