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Rialto Wealth Management’s NextEra Energy NEE Stock Holding History

Rialto 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 		$27.1K Buy
292
+101
+53% +$8.98K 0.01% 344
2025
Q4 		$15.3K Buy
191
+2
+1% +$166 ﹤0.01% 393
2025
Q3 		$14.3K Buy
189
+18
+11% +$1.31K ﹤0.01% 384
2025
Q2 		$11.9K Buy
171
+36
+27% +$2.5K ﹤0.01% 404
2025
Q1 		$9.57K Buy
135
+23
+21% +$1.62K ﹤0.01% 407
2024
Q4 		$8.03K Buy
+112
New +$8.7K ﹤0.01% 416

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

Rialto Wealth Management's NEE Position: Q1 2026 in Review

Rialto Wealth Management increased its NextEra Energy (NEE) stake by 53% in Q1 2026, buying an estimated $8.98K and bringing the position to 292 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #344.

Rialto Wealth Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rialto Wealth Management held 292 shares of NextEra Energy worth $27.1K as of Q1 2026.
  • Rialto Wealth Management bought 101 NextEra Energy shares in Q1 2026, an estimated $8.98K.
  • NextEra Energy made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #344 holding.
  • Rialto Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.