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Silverlake Wealth Management’s NextEra Energy NEE Stock Holding History

Silverlake 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 		$444K Buy
5,057
+302
+6% +$27.3K 0.08% 234
2026
Q1 		$442K Buy
4,755
+11
+0.2% +$978 0.09% 230
2025
Q4 		$381K Buy
4,744
+7
+0.1% +$580 0.08% 228
2025
Q3 		$358K Buy
4,737
+828
+21% +$60.5K 0.09% 227
2025
Q2 		$271K Buy
3,909
+520
+15% +$36.1K 0.08% 262
2025
Q1 		$240K Buy
3,389
+366
+12% +$25.8K 0.09% 225
2024
Q4 		$217K Sell
3,023
-407
-12% -$31.6K 0.08% 245
2024
Q3 		$290K Buy
+3,430
New +$268K 0.11% 209
2023
Q4 		– Sell
-3,690
Closed -$211K – 245
2023
Q3 		$211K Buy
3,690
+611
+20% +$42.3K 0.12% 203
2023
Q2 		$228K Sell
3,079
-390
-11% -$29.5K 0.13% 188
2023
Q1 		$267K Buy
3,469
+267
+8% +$20.5K 0.16% 156
2022
Q4 		$268K Buy
3,202
+8
+0.3% +$646 0.17% 155
2022
Q3 		$250K Buy
3,194
+45
+1% +$3.82K 0.17% 151
2022
Q2 		$244K Buy
3,149
+39
+1% +$2.97K 0.16% 160
2022
Q1 		$263K Buy
3,110
+29
+0.9% +$2.32K 0.15% 167
2021
Q4 		$288K Buy
+3,081
New +$266K 0.15% 156

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

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

Silverlake Wealth Management increased its NextEra Energy (NEE) stake by 6.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 5,057 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #234.

Silverlake Wealth Management first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Silverlake Wealth Management held 5,057 shares of NextEra Energy worth $444K as of Q2 2026.
  • Silverlake Wealth Management bought 302 NextEra Energy shares in Q2 2026, an estimated $27.3K.
  • NextEra Energy made up 0.08% of Silverlake Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Silverlake Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.