Quantum Private Wealth’s NextEra Energy NEE Stock Holding History

Quantum Private 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 Q2	$972K	Sell	11,080 -660	-6%	-$59.7K	0.25%	65
2026 Q1	$1.09M	Sell	11,740 -241	-2%	-$21.4K	0.34%	55
2025 Q4	$962K	Sell	11,981 -29	-0.2%	-$2.4K	0.28%	63
2025 Q3	$907K	Sell	12,010 -598	-5%	-$43.7K	0.27%	65
2025 Q2	$875K	Buy	12,608 +70	+0.6%	+$4.86K	0.28%	62
2025 Q1	$889K	Sell	12,538 -15	-0.1%	-$1.06K	0.34%	57
2024 Q4	$900K	Sell	12,553 -166	-1%	-$12.9K	0.29%	64
2024 Q3	$1.08M	Sell	12,719 -416	-3%	-$32.5K	0.36%	53
2024 Q2	$930K	Buy	13,135 +31	+0.2%	+$2.2K	0.33%	60
2024 Q1	$837K	Sell	13,104 -54	-0.4%	-$3.16K	0.31%	66
2023 Q4	$799K	Sell	13,158 -571	-4%	-$32.5K	0.33%	70
2023 Q3	$787K	Sell	13,729 -326	-2%	-$22.6K	0.38%	62
2023 Q2	$1.04M	Buy	14,055 +331	+2%	+$25.1K	0.48%	45
2023 Q1	$1.06M	Sell	13,724 -358	-3%	-$27.5K	0.57%	36
2022 Q4	$1.18M	Buy	14,082 +1	+0%	+$81	0.75%	27
2022 Q3	$1.1M	Sell	14,081 -238	-2%	-$20.2K	0.69%	31
2022 Q2	$1.11M	Sell	14,319 -1,010	-7%	-$76.9K	0.65%	32
2022 Q1	$1.3M	Sell	15,329 -10	-0.1%	-$801	0.56%	35
2021 Q4	$1.43M	Buy	+15,339	New	+$1.33M	0.54%	40

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

Quantum Private Wealth's NEE Position: Q2 2026 in Review

Quantum Private Wealth reduced its NextEra Energy (NEE) stake by 5.6% in Q2 2026, selling an estimated $59.7K and leaving 11,080 shares worth $972K. The position accounts for 0.25% of the portfolio, ranked #65.

Quantum Private Wealth first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Quantum Private Wealth held 11,080 shares of NextEra Energy worth $972K as of Q2 2026.
Quantum Private Wealth sold 660 NextEra Energy shares in Q2 2026, an estimated $59.7K.
NextEra Energy made up 0.25% of Quantum Private Wealth's portfolio in Q2 2026, its #65 holding.
Quantum Private Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Quantum Private Wealth's NextEra Energy position peaked at $1.43M in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.