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Principle Wealth Partners’s NextEra Energy NEE Stock Holding History

Principle Wealth Partners’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 		$3.66M Sell
39,438
-566
-1% -$50.3K 0.21% 97
2025
Q4 		$3.21M Sell
40,004
-1,348
-3% -$112K 0.18% 100
2025
Q3 		$3.12M Buy
41,352
+5,595
+16% +$409K 0.18% 97
2025
Q2 		$2.48M Buy
35,757
+806
+2% +$56K 0.16% 109
2025
Q1 		$2.48M Sell
34,951
-1,505
-4% -$106K 0.18% 110
2024
Q4 		$2.61M Buy
36,456
+1,050
+3% +$81.6K 0.18% 109
2024
Q3 		$2.99M Buy
35,406
+939
+3% +$73.3K 0.21% 102
2024
Q2 		$2.44M Buy
34,467
+909
+3% +$64.5K 0.19% 111
2024
Q1 		$2.14M Buy
33,558
+6,380
+23% +$374K 0.17% 118
2023
Q4 		$1.65M Sell
27,178
-11,364
-29% -$648K 0.14% 122
2023
Q3 		$2.21M Sell
38,542
-228
-0.6% -$15.8K 0.22% 102
2023
Q2 		$2.88M Sell
38,770
-4
-0% -$303 0.29% 80
2023
Q1 		$2.99M Hold
38,774
– – 0.32% 74
2022
Q4 		$3.24M Buy
38,774
+5,507
+17% +$445K 0.37% 71
2022
Q3 		$2.61K Buy
33,267
+2,225
+7% +$189K 0.25% 76
2022
Q2 		$2.4M Buy
31,042
+2,915
+10% +$222K 0.29% 82
2022
Q1 		$2.38M Buy
28,127
+5,585
+25% +$448K 0.25% 86
2021
Q4 		$2.1M Hold
22,542
– – 0.22% 89
2021
Q3 		$1.77M Hold
22,542
– – 0.2% 96
2021
Q2 		$1.65M Buy
22,542
+4,230
+23% +$317K 0.19% 101
2021
Q1 		$1.39M Buy
18,312
+3,080
+20% +$240K 0.16% 109
2020
Q4 		$1.18M Buy
15,232
+7,368
+94% +$551K 0.15% 111
2020
Q3 		$546K Hold
7,864
– – 0.15% 80
2020
Q2 		$472K Hold
7,864
– – 0.14% 88
2020
Q1 		$473K Sell
7,864
-200
-2% -$12.6K 0.18% 82
2019
Q4 		$488K Hold
8,064
– – 0.16% 101
2019
Q3 		$470K Hold
8,064
– – 0.16% 102
2019
Q2 		$413K Buy
8,064
+196
+2% +$9.64K 0.21% 86
2019
Q1 		$380K Sell
7,868
-1,048
-12% -$47.9K 0.22% 81
2018
Q4 		$387K Buy
+8,916
New +$390K 0.32% 70

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

Principle Wealth Partners's NEE Position: Q1 2026 in Review

Principle Wealth Partners reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $50.3K and leaving 39,438 shares worth $3.66M. The position accounts for 0.21% of the portfolio, ranked #97.

Principle Wealth Partners first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Principle Wealth Partners held 39,438 shares of NextEra Energy worth $3.66M as of Q1 2026.
  • Principle Wealth Partners sold 566 NextEra Energy shares in Q1 2026, an estimated $50.3K.
  • NextEra Energy made up 0.21% of Principle Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Principle Wealth Partners first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.