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Semus Wealth Partners’s NextEra Energy NEE Stock Holding History

Semus 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
Q1 		$561K Buy
6,036
+90
+2% +$8K 0.31% 57
2025
Q4 		$477K Sell
5,946
-60
-1% -$4.97K 0.26% 63
2025
Q3 		$453K Sell
6,006
-764
-11% -$55.8K 0.26% 65
2025
Q2 		$470K Buy
6,770
+48
+0.7% +$3.33K 0.3% 60
2025
Q1 		$477K Sell
6,722
-363
-5% -$25.6K 0.33% 54
2024
Q4 		$508K Sell
7,085
-120
-2% -$9.32K 0.34% 52
2024
Q3 		$609K Sell
7,205
-424
-6% -$33.1K 0.43% 49
2024
Q2 		$540K Sell
7,629
-806
-10% -$57.2K 0.42% 44
2024
Q1 		$539K Sell
8,435
-653
-7% -$38.3K 0.45% 44
2023
Q4 		$552K Buy
9,088
+136
+2% +$7.75K 0.45% 46
2023
Q3 		$513K Buy
8,952
+251
+3% +$17.4K 0.48% 47
2023
Q2 		$646K Buy
8,701
+59
+0.7% +$4.47K 0.59% 38
2023
Q1 		$666K Sell
8,642
-1,302
-13% -$100K 0.72% 30
2022
Q4 		$831K Buy
+9,944
New +$803K 1.01% 22

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

Semus Wealth Partners's NEE Position: Q1 2026 in Review

Semus Wealth Partners increased its NextEra Energy (NEE) stake by 1.5% in Q1 2026, buying an estimated $8K and bringing the position to 6,036 shares worth $561K. The position accounts for 0.31% of the portfolio, ranked #57.

Semus Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $831K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Semus Wealth Partners held 6,036 shares of NextEra Energy worth $561K as of Q1 2026.
  • Semus Wealth Partners bought 90 NextEra Energy shares in Q1 2026, an estimated $8K.
  • NextEra Energy made up 0.31% of Semus Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Semus Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's NextEra Energy position peaked at $831K in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.