Private Wealth Asset Management’s NextEra Energy NEE Stock Holding History

Private Wealth Asset 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 Q2	$735K	Buy	8,372 +3,693	+79%	+$334K	0.07%	156
2026 Q1	$435K	Buy	4,679 +671	+17%	+$59.7K	0.05%	179
2025 Q4	$322K	Buy	4,008 +77	+2%	+$6.38K	0.04%	212
2025 Q3	$297K	Buy	3,931 +303	+8%	+$22.1K	0.04%	203
2025 Q2	$252K	Sell	3,628 -403	-10%	-$28K	0.03%	214
2025 Q1	$286K	Buy	+4,031	New	+$285K	0.04%	194

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Wealth Asset Management's NEE Position: Q2 2026 in Review

Private Wealth Asset Management increased its NextEra Energy (NEE) stake by 79% in Q2 2026, buying an estimated $334K and bringing the position to 8,372 shares worth $735K. The position accounts for 0.07% of the portfolio, ranked #156.

Private Wealth Asset Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Wealth Asset Management held 8,372 shares of NextEra Energy worth $735K as of Q2 2026.
Private Wealth Asset Management bought 3,693 NextEra Energy shares in Q2 2026, an estimated $334K.
NextEra Energy made up 0.07% of Private Wealth Asset Management's portfolio in Q2 2026, its #156 holding.
Private Wealth Asset Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.