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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
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 $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

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

Silverlake Wealth Management increased its NextEra Energy (NEE) stake by 0.23% in Q1 2026, buying an estimated $978 and bringing the position to 4,755 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #230.

Silverlake Wealth Management first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Silverlake Wealth Management held 4,755 shares of NextEra Energy worth $442K as of Q1 2026.
  • Silverlake Wealth Management bought 11 NextEra Energy shares in Q1 2026, an estimated $978.
  • NextEra Energy made up 0.09% of Silverlake Wealth Management's portfolio in Q1 2026, its #230 holding.
  • Silverlake Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.