PUREfi Wealth’s NextEra Energy NEE Stock Holding History

PUREfi Wealth’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	$1.17M	Buy	12,594 +107	+0.9%	+$9.51K	0.77%	30
2025 Q4	$1M	Sell	12,487 -1,088	-8%	-$90.1K	0.77%	29
2025 Q3	$1.02M	Buy	13,575 +744	+6%	+$54.4K	0.79%	31
2025 Q2	$891K	Buy	12,831 +2,698	+27%	+$187K	0.71%	33
2025 Q1	$718K	Buy	10,133 +4,215	+71%	+$298K	0.72%	33
2024 Q4	$424K	Buy	+5,918	New	+$460K	0.42%	65

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

PUREfi Wealth's NEE Position: Q1 2026 in Review

PUREfi Wealth increased its NextEra Energy (NEE) stake by 0.86% in Q1 2026, buying an estimated $9.51K and bringing the position to 12,594 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #30.

PUREfi Wealth first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

PUREfi Wealth held 12,594 shares of NextEra Energy worth $1.17M as of Q1 2026.
PUREfi Wealth bought 107 NextEra Energy shares in Q1 2026, an estimated $9.51K.
NextEra Energy made up 0.77% of PUREfi Wealth's portfolio in Q1 2026, its #30 holding.
PUREfi Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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