Schrum Private Wealth Management’s NextEra Energy NEE Stock Holding History

Schrum Private 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 Q2	$584K	Buy	7,822 +1,718	+28%	+$155K	0.6%	49
2026 Q1	$567K	Buy	6,104 +6	+0.1%	+$533	0.43%	67
2025 Q4	$490K	Sell	6,098 -854	-12%	-$70.7K	0.36%	70
2025 Q3	$525K	Sell	6,952 -218	-3%	-$15.9K	0.38%	67
2025 Q2	$498K	Buy	7,170 +7	+0.1%	+$486	0.4%	66
2025 Q1	$508K	Buy	7,163 +6	+0.1%	+$424	0.45%	58
2024 Q4	$513K	Sell	7,157 -4,703	-40%	-$365K	0.43%	59
2024 Q3	$1M	Buy	11,860 +3,813	+47%	+$298K	0.52%	50
2024 Q2	$570K	Sell	8,047 -170	-2%	-$12.1K	0.51%	55
2024 Q1	$525K	Buy	8,217 +2,029	+33%	+$119K	0.48%	57
2023 Q4	$376K	Sell	6,188 -1,610	-21%	-$91.8K	0.53%	52
2023 Q3	$447K	Sell	7,798 -899	-10%	-$62.2K	0.51%	55
2023 Q2	$645K	Sell	8,697 -103	-1%	-$7.8K	0.7%	42
2023 Q1	$678K	Sell	8,800 -126	-1%	-$9.69K	0.78%	35
2022 Q4	$746K	Sell	8,926 -73	-0.8%	-$5.9K	0.88%	30
2022 Q3	$706K	Sell	8,999 -15,907	-64%	-$1.35M	0.89%	30
2022 Q2	$1.93M	Sell	24,906 -257	-1%	-$19.6K	2.18%	9
2022 Q1	$2M	Sell	25,163 -1,234	-5%	-$98.9K	2%	8
2021 Q4	$2.46M	Buy	+26,397	New	+$2.28M	2.25%	6

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 $3.37T AUM 44.26% 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

Schrum Private Wealth Management's NEE Position: Q2 2026 in Review

Schrum Private Wealth Management increased its NextEra Energy (NEE) stake by 28% in Q2 2026, buying an estimated $155K and bringing the position to 7,822 shares worth $584K. The position accounts for 0.6% of the portfolio, ranked #49.

Schrum Private Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Schrum Private Wealth Management held 7,822 shares of NextEra Energy worth $584K as of Q2 2026.
Schrum Private Wealth Management bought 1,718 NextEra Energy shares in Q2 2026, an estimated $155K.
NextEra Energy made up 0.6% of Schrum Private Wealth Management's portfolio in Q2 2026, its #49 holding.
Schrum Private Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's NextEra Energy position peaked at $2.46M in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.