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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
Q2 		$948K Sell
10,798
-252
-2% -$22.8K 0.02% 138
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quotient Wealth Partners's NEE Position: Q2 2026 in Review

Quotient Wealth Partners reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $22.8K and leaving 10,798 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #138.

Quotient Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Quotient Wealth Partners held 10,798 shares of NextEra Energy worth $948K as of Q2 2026.
  • Quotient Wealth Partners sold 252 NextEra Energy shares in Q2 2026, an estimated $22.8K.
  • NextEra Energy made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Quotient Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's NextEra Energy position peaked at $1.03M in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.