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 Q2	$22.6K	Sell	258 -34	-12%	-$3.08K	﹤0.01%	408
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rialto Wealth Management's NEE Position: Q2 2026 in Review

Rialto Wealth Management reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $3.08K and leaving 258 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Rialto Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.1K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rialto Wealth Management held 258 shares of NextEra Energy worth $22.6K as of Q2 2026.
Rialto Wealth Management sold 34 NextEra Energy shares in Q2 2026, an estimated $3.08K.
NextEra Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #408 holding.
Rialto Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's NextEra Energy position peaked at $27.1K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.