Provident Wealth Management’s NextEra Energy NEE Stock Holding History

Provident Wealth 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	$202K	Buy	+2,178	New	+$194K	0.06%	78
2022 Q1	–	Sell	-2,415	Closed	-$225K	–	104
2021 Q4	$225K	Buy	+2,415	New	+$209K	0.15%	53
2020 Q4	–	Sell	-2,304	Closed	-$160K	–	194
2020 Q3	$160K	Sell	2,304 -2,000	-46%	-$138K	0.19%	51
2020 Q2	$258K	Sell	4,304 -84	-2%	-$5.03K	0.28%	34
2020 Q1	$264K	Sell	4,388 -248	-5%	-$15.6K	0.32%	37
2019 Q4	$281K	Buy	+4,636	New	+$271K	0.25%	40

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

Provident Wealth Management's NEE Position: Q1 2026 in Review

Provident Wealth Management opened a new position in NextEra Energy (NEE) in Q1 2026: 2,178 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in NEE as recently as Q4 2021.

Provident Wealth Management first reported a position in NEE in Q4 2019 and has held it in 6 quarters since. The position peaked at $281K in Q4 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Provident Wealth Management held 2,178 shares of NextEra Energy worth $202K as of Q1 2026.
NextEra Energy was a new Provident Wealth Management position in Q1 2026.
NextEra Energy made up 0.06% of Provident Wealth Management's portfolio in Q1 2026, its #78 holding.
Provident Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 6 quarters since.
Provident Wealth Management's NextEra Energy position peaked at $281K in Q4 2019.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.