SWM
NEE icon

SHP Wealth Management’s NextEra Energy NEE Stock Holding History

SHP 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 		$514K Sell
5,861
-20
-0.3% -$1.81K 0.04% 179
2026
Q1 		$546K Buy
5,881
+732
+14% +$65.1K 0.04% 142
2025
Q4 		$413K Buy
+5,149
New +$426K 0.03% 167

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 $3.38T AUM 44.17% 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

SHP Wealth Management's NEE Position: Q2 2026 in Review

SHP Wealth Management reduced its NextEra Energy (NEE) stake by 0.34% in Q2 2026, selling an estimated $1.81K and leaving 5,861 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #179.

SHP Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q1 2026. 3,050 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SHP Wealth Management held 5,861 shares of NextEra Energy worth $514K as of Q2 2026.
  • SHP Wealth Management sold 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
  • NextEra Energy made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #179 holding.
  • SHP Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's NextEra Energy position peaked at $546K in Q1 2026.
  • 3,050 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.