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 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 $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

Schrum Private Wealth Management's NEE Position: Q1 2026 in Review

Schrum Private Wealth Management increased its NextEra Energy (NEE) stake by 0.1% in Q1 2026, buying an estimated $533 and bringing the position to 6,104 shares worth $567K. The position accounts for 0.43% of the portfolio, ranked #67.

Schrum Private Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Schrum Private Wealth Management held 6,104 shares of NextEra Energy worth $567K as of Q1 2026.
Schrum Private Wealth Management bought 6 NextEra Energy shares in Q1 2026, an estimated $533.
NextEra Energy made up 0.43% of Schrum Private Wealth Management's portfolio in Q1 2026, its #67 holding.
Schrum Private Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's NextEra Energy position peaked at $2.46M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.