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Stockman Wealth Management’s NextEra Energy NEE Stock Holding History

Stockman 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 		$670K Buy
7,215
+4,450
+161% +$396K 0.07% 92
2025
Q4 		$222K Sell
2,765
-434
-14% -$35.9K 0.03% 169
2025
Q3 		$241K Buy
3,199
+34
+1% +$2.48K 0.03% 158
2025
Q2 		$220K Sell
3,165
-270
-8% -$18.8K 0.03% 164
2025
Q1 		$244K Buy
3,435
+351
+11% +$24.8K 0.04% 145
2024
Q4 		$221K Sell
3,084
-193
-6% -$15K 0.03% 151
2024
Q3 		$277K Buy
3,277
+271
+9% +$21.1K 0.04% 149
2024
Q2 		$213K Sell
3,006
-315
-9% -$22.4K 0.04% 166
2024
Q1 		$212K Sell
3,321
-611
-16% -$35.8K 0.04% 168
2023
Q4 		$239K Buy
3,932
+334
+9% +$19K 0.05% 153
2023
Q3 		$206K Buy
3,598
+26
+0.7% +$1.8K 0.05% 174
2023
Q2 		$265K Sell
3,572
-469
-12% -$35.5K 0.06% 160
2023
Q1 		$311K Buy
4,041
+449
+13% +$34.5K 0.07% 151
2022
Q4 		$300K Sell
3,592
-69
-2% -$5.57K 0.07% 149
2022
Q3 		$287K Sell
3,661
-40
-1% -$3.39K 0.08% 141
2022
Q2 		$287K Hold
3,701
– – 0.07% 146
2022
Q1 		$314K Sell
3,701
-360
-9% -$28.9K 0.07% 155
2021
Q4 		$379K Hold
4,061
– – 0.08% 145
2021
Q3 		$319K Buy
4,061
+661
+19% +$53.3K 0.07% 149
2021
Q2 		$249K Hold
3,400
– – 0.06% 170
2021
Q1 		$257K Hold
3,400
– – 0.07% 155
2020
Q4 		$262K Hold
3,400
– – 0.08% 146
2020
Q3 		$236K Hold
3,400
– – 0.09% 139
2020
Q2 		$204K Hold
3,400
– – 0.08% 148
2020
Q1 		$205K Hold
3,400
– – 0.09% 134
2019
Q4 		$206K Buy
+3,400
New +$199K 0.07% 161

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

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

Stockman Wealth Management increased its NextEra Energy (NEE) stake by 161% in Q1 2026, buying an estimated $396K and bringing the position to 7,215 shares worth $670K. The position accounts for 0.07% of the portfolio, ranked #92.

Stockman Wealth Management first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stockman Wealth Management held 7,215 shares of NextEra Energy worth $670K as of Q1 2026.
  • Stockman Wealth Management bought 4,450 NextEra Energy shares in Q1 2026, an estimated $396K.
  • NextEra Energy made up 0.07% of Stockman Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Stockman Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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