Rockline Wealth Management’s NextEra Energy NEE Stock Holding History

Rockline 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	$5.06M	Sell	57,654 -599	-1%	-$54.2K	0.97%	30
2026 Q1	$5.41M	Sell	58,253 -2,180	-4%	-$194K	1.18%	24
2025 Q4	$4.85M	Buy	60,433 +1,157	+2%	+$95.8K	0.99%	30
2025 Q3	$4.47M	Sell	59,276 -1,439	-2%	-$105K	0.93%	32
2025 Q2	$4.21M	Sell	60,715 -52	-0.1%	-$3.61K	1%	32
2025 Q1	$4.31M	Buy	60,767 +2,269	+4%	+$160K	1.2%	26
2024 Q4	$4.19M	Buy	58,498 +2,988	+5%	+$232K	1.12%	28
2024 Q3	$4.69M	Buy	55,510 +1,490	+3%	+$116K	1.32%	19
2024 Q2	$3.83M	Buy	54,020 +2,667	+5%	+$189K	1.18%	24
2024 Q1	$3.28M	Buy	51,353 +992	+2%	+$58.1K	1.15%	30
2023 Q4	$3.06M	Buy	+50,361	New	+$2.87M	1.27%	26

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 $3.37T AUM 44.26% 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

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

Rockline Wealth Management reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $54.2K and leaving 57,654 shares worth $5.06M. The position accounts for 0.97% of the portfolio, ranked #30.

Rockline Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.41M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rockline Wealth Management held 57,654 shares of NextEra Energy worth $5.06M as of Q2 2026.
Rockline Wealth Management sold 599 NextEra Energy shares in Q2 2026, an estimated $54.2K.
NextEra Energy made up 0.97% of Rockline Wealth Management's portfolio in Q2 2026, its #30 holding.
Rockline Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's NextEra Energy position peaked at $5.41M in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.