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

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RMG Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 1,306 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #100.

RMG Wealth Management first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

RMG Wealth Management held 1,306 shares of NextEra Energy worth $124K as of Q1 2026.
RMG Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #100 holding.
RMG Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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