Quotient Wealth Partners’s NextEra Energy NEE Stock Holding History

Quotient 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	$1.03M	Buy	11,050 +310	+3%	+$27.6K	0.03%	118
2025 Q4	$862K	Buy	10,740 +115	+1%	+$9.53K	0.02%	131
2025 Q3	$802K	Buy	10,625 +260	+3%	+$19K	0.02%	137
2025 Q2	$720K	Buy	10,365 +776	+8%	+$53.9K	0.02%	148
2025 Q1	$680K	Sell	9,589 -12	-0.1%	-$847	0.02%	145
2024 Q4	$688K	Sell	9,601 -427	-4%	-$33.2K	0.02%	138
2024 Q3	$848K	Sell	10,028 -170	-2%	-$13.3K	0.03%	123
2024 Q2	$722K	Sell	10,198 -742	-7%	-$52.6K	0.03%	127
2024 Q1	$699K	Sell	10,940 -1,513	-12%	-$88.6K	0.03%	140
2023 Q4	$756K	Buy	+12,453	New	+$710K	0.03%	144

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

Quotient Wealth Partners's NEE Position: Q1 2026 in Review

Quotient Wealth Partners increased its NextEra Energy (NEE) stake by 2.9% in Q1 2026, buying an estimated $27.6K and bringing the position to 11,050 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #118.

Quotient Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Quotient Wealth Partners held 11,050 shares of NextEra Energy worth $1.03M as of Q1 2026.
Quotient Wealth Partners bought 310 NextEra Energy shares in Q1 2026, an estimated $27.6K.
NextEra Energy made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #118 holding.
Quotient Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.