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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Asset Management's NEE Position: Q1 2026 in Review

Private Wealth Asset Management increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $59.7K and bringing the position to 4,679 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #179.

Private Wealth Asset Management first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Private Wealth Asset Management held 4,679 shares of NextEra Energy worth $435K as of Q1 2026.
Private Wealth Asset Management bought 671 NextEra Energy shares in Q1 2026, an estimated $59.7K.
NextEra Energy made up 0.05% of Private Wealth Asset Management's portfolio in Q1 2026, its #179 holding.
Private Wealth Asset Management first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.