Sagespring Wealth Partners’s NextEra Energy NEE Stock Holding History

Sagespring Wealth Partners’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	$4.13M	Buy	47,041 +1,428	+3%	+$129K	0.06%	142
2026 Q1	$4.24M	Buy	45,613 +3,452	+8%	+$307K	0.08%	132
2025 Q4	$3.38M	Buy	42,161 +3,710	+10%	+$307K	0.06%	147
2025 Q3	$2.9M	Buy	38,451 +966	+3%	+$70.6K	0.06%	148
2025 Q2	$2.6M	Buy	37,485 +4,525	+14%	+$314K	0.06%	151
2025 Q1	$2.34M	Buy	32,960 +2,656	+9%	+$187K	0.06%	143
2024 Q4	$2.17M	Buy	+30,304	New	+$2.35M	0.06%	138

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's NEE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $129K and bringing the position to 47,041 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #142.

Sagespring Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sagespring Wealth Partners held 47,041 shares of NextEra Energy worth $4.13M as of Q2 2026.
Sagespring Wealth Partners bought 1,428 NextEra Energy shares in Q2 2026, an estimated $129K.
NextEra Energy made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #142 holding.
Sagespring Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's NextEra Energy position peaked at $4.24M in Q1 2026.
2,100 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.