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Sendero Wealth Management’s NextEra Energy NEE Stock Holding History

Sendero 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 		$277K Buy
2,984
+93
+3% +$8.27K 0.03% 185
2025
Q4 		$232K Buy
2,891
+132
+5% +$10.9K 0.03% 190
2025
Q3 		$208K Buy
+2,759
New +$202K 0.02% 186
2025
Q2 		– Sell
-2,897
Closed -$205K – 194
2025
Q1 		$205K Buy
+2,897
New +$204K 0.03% 178
2024
Q4 		– Sell
-2,448
Closed -$207K – 163
2024
Q3 		$207K Buy
+2,448
New +$191K 0.03% 154

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

Sendero Wealth Management's NEE Position: Q1 2026 in Review

Sendero Wealth Management increased its NextEra Energy (NEE) stake by 3.2% in Q1 2026, buying an estimated $8.27K and bringing the position to 2,984 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #185.

Sendero Wealth Management first reported a position in NEE in Q3 2024 and has held it in 5 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sendero Wealth Management held 2,984 shares of NextEra Energy worth $277K as of Q1 2026.
  • Sendero Wealth Management bought 93 NextEra Energy shares in Q1 2026, an estimated $8.27K.
  • NextEra Energy made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Sendero Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 5 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.