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RMG Wealth Management’s NextEra Energy NEE Stock Holding History

RMG 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 		$112K Hold
1,306
– – 0.01% 111
2026
Q1 		$124K Hold
1,306
– – 0.01% 100
2025
Q4 		$110K Buy
+1,306
New +$108K 0.01% 97

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 $3.38T AUM 44.17% 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

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

RMG Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 1,306 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #111.

RMG Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $124K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • RMG Wealth Management held 1,306 shares of NextEra Energy worth $112K as of Q2 2026.
  • RMG Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #111 holding.
  • RMG Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's NextEra Energy position peaked at $124K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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