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 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 $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

Sage Private Wealth Group's NEE Position: Q1 2026 in Review

Sage Private Wealth Group reduced its NextEra Energy (NEE) stake by 7% in Q1 2026, selling an estimated $18.9K and leaving 2,846 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #82.

Sage Private Wealth Group first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $436K in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sage Private Wealth Group held 2,846 shares of NextEra Energy worth $264K as of Q1 2026.
Sage Private Wealth Group sold 213 NextEra Energy shares in Q1 2026, an estimated $18.9K.
NextEra Energy made up 0.13% of Sage Private Wealth Group's portfolio in Q1 2026, its #82 holding.
Sage Private Wealth Group first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Sage Private Wealth Group's NextEra Energy position peaked at $436K in Q3 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.