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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

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

SHP Wealth Management increased its NextEra Energy (NEE) stake by 14% in Q1 2026, buying an estimated $65.1K and bringing the position to 5,881 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #142.

SHP Wealth Management first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • SHP Wealth Management held 5,881 shares of NextEra Energy worth $546K as of Q1 2026.
  • SHP Wealth Management bought 732 NextEra Energy shares in Q1 2026, an estimated $65.1K.
  • NextEra Energy made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #142 holding.
  • SHP Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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