RWP
NEE icon

Ridgecrest Wealth Partners’s NextEra Energy NEE Stock Holding History

Ridgecrest 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 		$327K Buy
3,726
+391
+12% +$35.4K 0.16% 73
2026
Q1 		$310K Buy
3,335
+118
+4% +$10.5K 0.17% 75
2025
Q4 		$258K Sell
3,217
-1,600
-33% -$133K 0.14% 85
2025
Q3 		$364K Hold
4,817
– – 0.16% 76
2025
Q2 		$334K Hold
4,817
– – 0.18% 73
2025
Q1 		$341K Sell
4,817
-129
-3% -$9.11K 0.18% 73
2024
Q4 		$355K Hold
4,946
– – 0.19% 71
2024
Q3 		$418K Sell
4,946
-50
-1% -$3.9K 0.22% 71
2024
Q2 		$354K Hold
4,996
– – 0.21% 71
2024
Q1 		$319K Sell
4,996
-440
-8% -$25.8K 0.19% 80
2023
Q4 		$330K Sell
5,436
-865
-14% -$49.3K 0.22% 73
2023
Q3 		$361K Sell
6,301
-2,325
-27% -$161K 0.25% 63
2023
Q2 		$640K Buy
8,626
+129
+2% +$9.77K 0.42% 49
2023
Q1 		$655K Buy
8,497
+17
+0.2% +$1.31K 0.47% 45
2022
Q4 		$709K Hold
8,480
– – 0.54% 37
2022
Q3 		$665K Hold
8,480
– – 0.54% 42
2022
Q2 		$657K Buy
8,480
+40
+0.5% +$3.04K 0.48% 43
2022
Q1 		$715K Sell
8,440
-187
-2% -$15K 0.45% 46
2021
Q4 		$805K Buy
8,627
+187
+2% +$16.2K 0.39% 53
2021
Q3 		$663K Buy
8,440
+3,200
+61% +$258K 0.36% 55
2021
Q2 		$384K Buy
5,240
+1,640
+46% +$123K 0.24% 74
2021
Q1 		$272K Buy
+3,600
New +$281K 0.26% 70

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

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

Ridgecrest Wealth Partners increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,726 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #73.

Ridgecrest Wealth Partners first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $805K in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ridgecrest Wealth Partners held 3,726 shares of NextEra Energy worth $327K as of Q2 2026.
  • Ridgecrest Wealth Partners bought 391 NextEra Energy shares in Q2 2026, an estimated $35.4K.
  • NextEra Energy made up 0.16% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Ridgecrest Wealth Partners first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's NextEra Energy position peaked at $805K in Q4 2021.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.