Principle Wealth Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.61M | Buy |
41,082
+1,644
| +4% | +$149K | 0.18% | 105 |
|
|
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 | $2.61M | 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
Principle Wealth Partners's NEE Position: Q2 2026 in Review
Principle Wealth Partners increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $149K and bringing the position to 41,082 shares worth $3.61M. The position accounts for 0.18% of the portfolio, ranked #105.
Principle Wealth Partners first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.66M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Principle Wealth Partners held 41,082 shares of NextEra Energy worth $3.61M as of Q2 2026.
- Principle Wealth Partners bought 1,644 NextEra Energy shares in Q2 2026, an estimated $149K.
- NextEra Energy made up 0.18% of Principle Wealth Partners's portfolio in Q2 2026, its #105 holding.
- Principle Wealth Partners first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's NextEra Energy position peaked at $3.66M in Q1 2026.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.