SWP
NEE icon

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
Q2 		$530K Sell
6,034
-2
-0% -$181 0.26% 69
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Semus Wealth Partners reduced its NextEra Energy (NEE) stake by 0.03% in Q2 2026, selling an estimated $181 and leaving 6,034 shares worth $530K. The position accounts for 0.26% of the portfolio, ranked #69.

Semus Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $831K in Q4 2022. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Semus Wealth Partners held 6,034 shares of NextEra Energy worth $530K as of Q2 2026.
  • Semus Wealth Partners sold 2 NextEra Energy shares in Q2 2026, an estimated $181.
  • NextEra Energy made up 0.26% of Semus Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Semus Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's NextEra Energy position peaked at $831K in Q4 2022.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.