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Schneider Downs Wealth Management Advisors’s NextEra Energy NEE Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$635K Sell
6,832
-7
-0.1% -$622 0.07% 87
2025
Q4 		$549K Buy
6,839
+14
+0.2% +$1.16K 0.06% 95
2025
Q3 		$515K Buy
6,825
+342
+5% +$25K 0.06% 93
2025
Q2 		$450K Buy
6,483
+2,291
+55% +$159K 0.07% 98
2025
Q1 		$297K Buy
4,192
+495
+13% +$34.9K 0.05% 112
2024
Q4 		$265K Hold
3,697
– – 0.05% 118
2024
Q3 		$313K Sell
3,697
-29
-0.8% -$2.26K 0.06% 109
2024
Q2 		$264K Sell
3,726
-374
-9% -$26.5K 0.06% 111
2024
Q1 		$262K Buy
+4,100
New +$240K 0.06% 111
2023
Q2 		– Sell
-2,599
Closed -$200K – 117
2023
Q1 		$200K Sell
2,599
-85
-3% -$6.54K 0.04% 110
2022
Q4 		$224K Sell
2,684
-5,649
-68% -$456K 0.05% 105
2022
Q3 		$653K Sell
8,333
-305
-4% -$25.9K 0.19% 48
2022
Q2 		$669K Sell
8,638
-33
-0.4% -$2.51K 0.19% 58
2022
Q1 		$735K Sell
8,671
-3
-0% -$240 0.19% 55
2021
Q4 		$810K Sell
8,674
-5
-0.1% -$432 0.19% 57
2021
Q3 		$681K Buy
8,679
+298
+4% +$24K 0.18% 65
2021
Q2 		$614K Buy
8,381
+780
+10% +$58.5K 0.16% 65
2021
Q1 		$575K Buy
7,601
+4,962
+188% +$387K 0.14% 64
2020
Q4 		$204K Sell
2,639
-1,229
-32% -$91.9K 0.06% 91
2020
Q3 		$268K Buy
3,868
+40
+1% +$2.76K 0.09% 78
2020
Q2 		$230K Hold
3,828
– – 0.08% 81
2020
Q1 		$230K Buy
+3,828
New +$241K 0.08% 77
2019
Q3 		– Sell
-4,112
Closed -$211K – 73
2019
Q2 		$211K Buy
+4,112
New +$202K 0.07% 65

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's NEE Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its NextEra Energy (NEE) stake by 0.1% in Q1 2026, selling an estimated $622 and leaving 6,832 shares worth $635K. The position accounts for 0.07% of the portfolio, ranked #87.

Schneider Downs Wealth Management Advisors first reported a position in NEE in Q2 2019 and has held it in 23 quarters since. The position peaked at $810K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 6,832 shares of NextEra Energy worth $635K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 7 NextEra Energy shares in Q1 2026, an estimated $622.
  • NextEra Energy made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #87 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in NextEra Energy in Q2 2019 and has held it in 23 quarters since.
  • Schneider Downs Wealth Management Advisors's NextEra Energy position peaked at $810K in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.