Royal Capital Wealth Management’s NextEra Energy NEE Stock Holding History

Royal Capital 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	$1.05M	Hold	11,294	–	–	0.65%	30
2025 Q4	$907K	Hold	11,294	–	–	0.54%	35
2025 Q3	$853K	Hold	11,294	–	–	0.52%	34
2025 Q2	$784K	Hold	11,294	–	–	0.52%	36
2025 Q1	$801K	Hold	11,294	–	–	0.56%	36
2024 Q4	$810K	Sell	11,294 -260	-2%	-$20.2K	0.57%	34
2024 Q3	$977K	Sell	11,554 -790	-6%	-$61.7K	0.69%	32
2024 Q2	$874K	Buy	12,344 +1,000	+9%	+$71K	0.66%	33
2024 Q1	$725K	Sell	11,344 -2,328	-17%	-$136K	0.57%	35
2023 Q4	$830K	Hold	13,672	–	–	0.72%	33
2023 Q3	$783K	Hold	13,672	–	–	0.75%	31
2023 Q2	$1.01M	Hold	13,672	–	–	0.96%	30
2023 Q1	$1.05M	Sell	13,672 -656	-5%	-$50.4K	1.06%	28
2022 Q4	$1.2M	Sell	14,328 -100	-0.7%	-$8.08K	1.27%	25
2022 Q3	$1.13M	Buy	14,428 +100	+0.7%	+$8.48K	1.32%	27
2022 Q2	$1.11M	Sell	14,328 -120	-0.8%	-$9.14K	1.2%	29
2022 Q1	$1.22M	Hold	14,448	–	–	1.2%	27
2021 Q4	$1.35M	Buy	+14,448	New	+$1.25M	1.31%	24

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

Royal Capital Wealth Management's NEE Position: Q1 2026 in Review

Royal Capital Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 11,294 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #30.

Royal Capital Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Royal Capital Wealth Management held 11,294 shares of NextEra Energy worth $1.05M as of Q1 2026.
Royal Capital Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.65% of Royal Capital Wealth Management's portfolio in Q1 2026, its #30 holding.
Royal Capital Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's NextEra Energy position peaked at $1.35M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.