QPWM
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Quadrant Private Wealth Management’s NextEra Energy NEE Stock Holding History

Quadrant Private 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 		$421K Sell
4,529
-953
-17% -$84.7K 0.07% 195
2025
Q4 		$440K Buy
5,482
+243
+5% +$20.1K 0.07% 183
2025
Q3 		$395K Buy
5,239
+162
+3% +$11.8K 0.07% 180
2025
Q2 		$352K Buy
5,077
+200
+4% +$13.9K 0.07% 178
2025
Q1 		$346K Sell
4,877
-374
-7% -$26.4K 0.09% 168
2024
Q4 		$376K Buy
5,251
+11
+0.2% +$855 0.09% 175
2024
Q3 		$443K Sell
5,240
-59
-1% -$4.6K 0.11% 154
2024
Q2 		$375K Buy
5,299
+416
+9% +$29.5K 0.09% 169
2024
Q1 		$312K Sell
4,883
-9
-0.2% -$527 0.08% 176
2023
Q4 		$297K Buy
4,892
+42
+0.9% +$2.39K 0.08% 181
2023
Q3 		$278K Buy
4,850
+883
+22% +$61.1K 0.09% 170
2023
Q2 		$294K Sell
3,967
-35
-0.9% -$2.65K 0.09% 187
2023
Q1 		$308K Sell
4,002
-1,323
-25% -$102K 0.1% 176
2022
Q4 		$445K Buy
+5,325
New +$430K 0.15% 132
2022
Q2 		$417K Buy
5,379
+501
+10% +$38.1K 0.17% 115
2022
Q1 		$413K Buy
4,878
+101
+2% +$8.09K 0.15% 132
2021
Q4 		$446K Hold
4,777
– – 0.17% 129
2021
Q3 		$375K Sell
4,777
-1,044
-18% -$84.2K 0.15% 133
2021
Q2 		$427K Sell
5,821
-76
-1% -$5.7K 0.17% 122
2021
Q1 		$446K Buy
5,897
+737
+14% +$57.5K 0.19% 113
2020
Q4 		$398K Buy
5,160
+704
+16% +$52.7K 0.18% 117
2020
Q3 		$309K Sell
4,456
-1,368
-23% -$94.4K 0.16% 128
2020
Q2 		$350K Buy
5,824
+1,932
+50% +$116K 0.2% 111
2020
Q1 		$234K Buy
+3,892
New +$245K 0.2% 123

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Quadrant Private Wealth Management reduced its NextEra Energy (NEE) stake by 17% in Q1 2026, selling an estimated $84.7K and leaving 4,529 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #195.

Quadrant Private Wealth Management first reported a position in NEE in Q1 2020 and has held it in 24 quarters since. The position peaked at $446K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Quadrant Private Wealth Management held 4,529 shares of NextEra Energy worth $421K as of Q1 2026.
  • Quadrant Private Wealth Management sold 953 NextEra Energy shares in Q1 2026, an estimated $84.7K.
  • NextEra Energy made up 0.07% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Quadrant Private Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 24 quarters since.
  • Quadrant Private Wealth Management's NextEra Energy position peaked at $446K in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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