Sterling Group Wealth Management’s NextEra Energy NEE Stock Holding History

Sterling Group 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	$254K	Buy	2,898 +50	+2%	+$4.52K	0.1%	55
2026 Q1	$265K	Buy	2,848 +68	+2%	+$6.04K	0.13%	47
2025 Q4	$223K	Hold	2,780	–	–	0.11%	51
2025 Q3	$210K	Buy	+2,780	New	+$203K	0.1%	51
2024 Q4	–	Sell	-2,780	Closed	-$235K	–	65
2024 Q3	$235K	Buy	+2,780	New	+$217K	0.12%	57
2024 Q1	–	Sell	-8,351	Closed	-$507K	–	32
2023 Q4	$507K	Sell	8,351 -70	-0.8%	-$3.99K	0.39%	26
2023 Q3	$482K	Sell	8,421 -77	-0.9%	-$5.33K	0.46%	23
2023 Q2	$631K	Sell	8,498 -124	-1%	-$9.39K	0.55%	19
2023 Q1	$665K	Buy	8,622 +432	+5%	+$33.2K	0.63%	19
2022 Q4	$685K	Buy	+8,190	New	+$662K	0.67%	16

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sterling Group Wealth Management's NEE Position: Q2 2026 in Review

Sterling Group Wealth Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $4.52K and bringing the position to 2,898 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #55.

Sterling Group Wealth Management first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $685K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sterling Group Wealth Management held 2,898 shares of NextEra Energy worth $254K as of Q2 2026.
Sterling Group Wealth Management bought 50 NextEra Energy shares in Q2 2026, an estimated $4.52K.
NextEra Energy made up 0.1% of Sterling Group Wealth Management's portfolio in Q2 2026, its #55 holding.
Sterling Group Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
Sterling Group Wealth Management's NextEra Energy position peaked at $685K in Q4 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.