Spartan Planning & Wealth Management’s NextEra Energy NEE Stock Holding History

Spartan Planning & 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	$443K	Buy	4,768 +525	+12%	+$46.7K	0.33%	44
2025 Q4	$341K	Buy	4,243 +58	+1%	+$4.8K	0.25%	55
2025 Q3	$316K	Buy	+4,185	New	+$306K	0.25%	60
2022 Q4	$86.4K	Buy	1,033 +139	+16%	+$11.2K	0.11%	85
2022 Q3	$70K	Buy	894 +891	+29,700%	+$75.6K	0.09%	43
2022 Q2	$0	Sell	3 -938	-100%	-$71.4K	﹤0.01%	135
2022 Q1	$80K	Buy	+941	New	+$75.4K	0.1%	73

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's NEE Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its NextEra Energy (NEE) stake by 12% in Q1 2026, buying an estimated $46.7K and bringing the position to 4,768 shares worth $443K. The position accounts for 0.33% of the portfolio, ranked #44.

Spartan Planning & Wealth Management first reported a position in NEE in Q1 2022 and has held it in 7 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Spartan Planning & Wealth Management held 4,768 shares of NextEra Energy worth $443K as of Q1 2026.
Spartan Planning & Wealth Management bought 525 NextEra Energy shares in Q1 2026, an estimated $46.7K.
NextEra Energy made up 0.33% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #44 holding.
Spartan Planning & Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 7 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.