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

Stillwater Wealth Management Group’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 		$915K Buy
+9,847
New +$875K 0.57% 45
2025
Q1 		$338K Sell
4,762
-23,198
-83% -$1.64M 0.29% 57
2024
Q4 		$2M Buy
+27,960
New +$2.17M 1.8% 30

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

Stillwater Wealth Management Group's NEE Position: Q1 2026 in Review

Stillwater Wealth Management Group opened a new position in NextEra Energy (NEE) in Q1 2026: 9,847 shares worth $915K. The stake represents 0.57% of the portfolio and ranks #45 among its holdings. This is a return to the name: Stillwater Wealth Management Group previously reported a position in NEE as recently as Q1 2025.

Stillwater Wealth Management Group first reported a position in NEE in Q4 2024 and has held it in 3 quarters since. The position peaked at $2M in Q4 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stillwater Wealth Management Group held 9,847 shares of NextEra Energy worth $915K as of Q1 2026.
  • NextEra Energy was a new Stillwater Wealth Management Group position in Q1 2026.
  • NextEra Energy made up 0.57% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #45 holding.
  • Stillwater Wealth Management Group first reported a position in NextEra Energy in Q4 2024 and has held it in 3 quarters since.
  • Stillwater Wealth Management Group's NextEra Energy position peaked at $2M in Q4 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.