Sage Private Wealth Group’s NextEra Energy NEE Stock Holding History

Sage Private Wealth Group’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	$261K	Buy	2,970 +124	+4%	+$11.2K	0.12%	87
2026 Q1	$264K	Sell	2,846 -213	-7%	-$18.9K	0.13%	82
2025 Q4	$246K	Sell	3,059 -2,717	-47%	-$225K	0.13%	84
2025 Q3	$436K	Buy	5,776 +186	+3%	+$13.6K	0.24%	60
2025 Q2	$388K	Buy	5,590 +579	+12%	+$40.2K	0.25%	58
2025 Q1	$355K	Sell	5,011 -5	-0.1%	-$353	0.27%	60
2024 Q4	$360K	Buy	5,016 +173	+4%	+$13.4K	0.27%	56
2024 Q3	$409K	Buy	4,843 +1,414	+41%	+$110K	0.32%	47
2024 Q2	$243K	Buy	+3,429	New	+$243K	0.2%	76

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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's NEE Position: Q2 2026 in Review

Sage Private Wealth Group increased its NextEra Energy (NEE) stake by 4.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,970 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #87.

Sage Private Wealth Group first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $436K in Q3 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sage Private Wealth Group held 2,970 shares of NextEra Energy worth $261K as of Q2 2026.
Sage Private Wealth Group bought 124 NextEra Energy shares in Q2 2026, an estimated $11.2K.
NextEra Energy made up 0.12% of Sage Private Wealth Group's portfolio in Q2 2026, its #87 holding.
Sage Private Wealth Group first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Sage Private Wealth Group's NextEra Energy position peaked at $436K in Q3 2025.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.