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

Private 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 Q2	$38.8K	Buy	442 +1	+0.2%	+$90	0.01%	263
2026 Q1	$40.9K	Sell	441 -4	-0.9%	-$356	0.01%	218
2025 Q4	$35.7K	Sell	445 -174	-28%	-$14.4K	0.01%	225
2025 Q3	$46.7K	Sell	619 -16	-3%	-$1.17K	0.01%	202
2025 Q2	$44.1K	Sell	635 -78	-11%	-$5.42K	0.01%	187
2025 Q1	$50.5K	Buy	713 +36	+5%	+$2.54K	0.02%	162
2024 Q4	$48.5K	Buy	677 +2	+0.3%	+$155	0.02%	167
2024 Q3	$57K	Buy	675 +2	+0.3%	+$156	0.02%	149
2024 Q2	$47.6K	Sell	673 -40	-6%	-$2.84K	0.02%	161
2024 Q1	$45.6K	Buy	713 +334	+88%	+$19.6K	0.02%	163
2023 Q4	$23K	Buy	+379	New	+$21.6K	0.01%	248

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 $3.37T AUM 44.26% 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 Management Group's NEE Position: Q2 2026 in Review

Private Wealth Management Group increased its NextEra Energy (NEE) stake by 0.23% in Q2 2026, buying an estimated $90 and bringing the position to 442 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #263.

Private Wealth Management Group first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $57K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Wealth Management Group held 442 shares of NextEra Energy worth $38.8K as of Q2 2026.
Private Wealth Management Group bought 1 NextEra Energy share in Q2 2026, an estimated $90.
NextEra Energy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #263 holding.
Private Wealth Management Group first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's NextEra Energy position peaked at $57K in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.