Private Wealth Partners’s NextEra Energy NEE Stock Holding History

Private 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	$2.17M	Buy	23,313 +16	+0.1%	+$1.42K	0.17%	69
2025 Q4	$1.87M	Sell	23,297 -298	-1%	-$24.7K	0.13%	72
2025 Q3	$1.78M	Buy	23,595 +267	+1%	+$19.5K	0.13%	71
2025 Q2	$1.62M	Sell	23,328 -531	-2%	-$36.9K	0.13%	72
2025 Q1	$1.69M	Sell	23,859 -3,144	-12%	-$222K	0.14%	71
2024 Q4	$1.94M	Sell	27,003 -285	-1%	-$22.1K	0.15%	70
2024 Q3	$2.31M	Buy	27,288 +92	+0.3%	+$7.18K	0.18%	61
2024 Q2	$1.93M	Buy	27,196 +228	+0.8%	+$16.2K	0.14%	63
2024 Q1	$1.72M	Buy	26,968 +158	+0.6%	+$9.26K	0.14%	66
2023 Q4	$1.63M	Sell	26,810 -934	-3%	-$53.2K	0.14%	65
2023 Q3	$1.59M	Buy	27,744 +230	+0.8%	+$15.9K	0.15%	62
2023 Q2	$2.04M	Buy	27,514 +480	+2%	+$36.3K	0.19%	53
2023 Q1	$2.08M	Sell	27,034 -799	-3%	-$61.4K	0.21%	52
2022 Q4	$2.33M	Buy	27,833 +1,600	+6%	+$129K	0.27%	52
2022 Q3	$2.06M	Sell	26,233 -20	-0.1%	-$1.7K	0.26%	49
2022 Q2	$2.03M	Sell	26,253 -200	-0.8%	-$15.2K	0.24%	53
2022 Q1	$2.24M	Buy	26,453 +130	+0.5%	+$10.4K	0.2%	59
2021 Q4	$2.46M	Buy	26,323 +1,501	+6%	+$130K	0.21%	57
2021 Q3	$1.95M	Hold	24,822	–	–	0.18%	61
2021 Q2	$1.82M	Buy	24,822 +270	+1%	+$20.3K	0.17%	64
2021 Q1	$1.86M	Buy	24,552 +200	+0.8%	+$15.6K	0.2%	58
2020 Q4	$1.88M	Buy	24,352 +484	+2%	+$36.2K	0.2%	62
2020 Q3	$1.66M	Sell	23,868 -44	-0.2%	-$3.04K	0.19%	62
2020 Q2	$1.44M	Sell	23,912 -500	-2%	-$29.9K	0.2%	62
2020 Q1	$1.47M	Hold	24,412	–	–	0.25%	58
2019 Q4	$1.48M	Sell	24,412 -512	-2%	-$29.9K	0.2%	65
2019 Q3	$1.45M	Sell	24,924 -3,480	-12%	-$188K	0.23%	59
2019 Q2	$1.46M	Buy	28,404 +1,824	+7%	+$89.8K	0.22%	60
2019 Q1	$1.28M	Buy	26,580 +13,620	+105%	+$623K	0.21%	60
2018 Q4	$563K	Sell	12,960 -4,256	-25%	-$186K	0.11%	66
2018 Q3	$721K	Hold	17,216	–	–	0.11%	78
2018 Q2	$719K	Hold	17,216	–	–	0.12%	80
2018 Q1	$703K	Buy	17,216 +5,216	+43%	+$201K	0.12%	85
2017 Q4	$469K	Hold	12,000	–	–	0.09%	93
2017 Q3	$440K	Hold	12,000	–	–	0.09%	95
2017 Q2	$420K	Hold	12,000	–	–	0.09%	87
2017 Q1	$385K	Hold	12,000	–	–	0.09%	88
2016 Q4	$358K	Sell	12,000 -3,600	-23%	-$108K	0.09%	88
2016 Q3	$477K	Sell	15,600 -400	-3%	-$12.6K	0.11%	83
2016 Q2	$522K	Hold	16,000	–	–	0.13%	87
2016 Q1	$473K	Hold	16,000	–	–	0.11%	93
2015 Q4	$416K	Hold	16,000	–	–	0.1%	99
2015 Q3	$390K	Hold	16,000	–	–	0.1%	104
2015 Q2	$392K	Hold	16,000	–	–	0.09%	108
2015 Q1	$416K	Hold	16,000	–	–	0.1%	113
2014 Q4	$425K	Hold	16,000	–	–	0.1%	114
2014 Q3	$376K	Hold	16,000	–	–	0.08%	134
2014 Q2	$410K	Hold	16,000	–	–	0.09%	127
2014 Q1	$382K	Sell	16,000 -1,404	-8%	-$31.8K	0.09%	123
2013 Q4	$373K	Sell	17,404 -800	-4%	-$16.9K	0.08%	138
2013 Q3	$365K	Sell	18,204 -200	-1%	-$4.13K	0.09%	137
2013 Q2	$375K	Buy	+18,404	New	+$365K	0.09%	130

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 Partners's NEE Position: Q1 2026 in Review

Private Wealth Partners increased its NextEra Energy (NEE) stake by 0.07% in Q1 2026, buying an estimated $1.42K and bringing the position to 23,313 shares worth $2.17M. The position accounts for 0.17% of the portfolio, ranked #69.

Private Wealth Partners first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.46M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Private Wealth Partners held 23,313 shares of NextEra Energy worth $2.17M as of Q1 2026.
Private Wealth Partners bought 16 NextEra Energy shares in Q1 2026, an estimated $1.42K.
NextEra Energy made up 0.17% of Private Wealth Partners's portfolio in Q1 2026, its #69 holding.
Private Wealth Partners first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's NextEra Energy position peaked at $2.46M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.