Strait & Sound Wealth Management’s NextEra Energy NEE Stock Holding History

Strait & Sound 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	$482K	Hold	5,190	–	–	0.18%	99
2025 Q4	$417K	Hold	5,190	–	–	0.16%	100
2025 Q3	$392K	Hold	5,190	–	–	0.15%	106
2025 Q2	$360K	Sell	5,190 -372	-7%	-$25.8K	0.15%	105
2025 Q1	$394K	Buy	5,562 +1	+0%	+$71	0.18%	93
2024 Q4	$399K	Hold	5,561	–	–	0.18%	93
2024 Q3	$470K	Buy	5,561 +1	+0%	+$78	0.23%	82
2024 Q2	$394K	Hold	5,560	–	–	0.2%	85
2024 Q1	$356K	Buy	5,560 +1	+0%	+$59	0.2%	82
2023 Q4	$324K	Sell	5,559 -887	-14%	-$50.6K	0.2%	85
2023 Q3	$369K	Sell	6,446 -262	-4%	-$18.1K	0.32%	72
2023 Q2	$498K	Sell	6,708 -235	-3%	-$17.8K	0.49%	48
2023 Q1	$535K	Buy	6,943 +162	+2%	+$12.5K	0.53%	48
2022 Q4	$581K	Buy	+6,781	New	+$548K	0.63%	43

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

Strait & Sound Wealth Management's NEE Position: Q1 2026 in Review

Strait & Sound Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 5,190 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #99.

Strait & Sound Wealth Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $581K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Strait & Sound Wealth Management held 5,190 shares of NextEra Energy worth $482K as of Q1 2026.
Strait & Sound Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.18% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #99 holding.
Strait & Sound Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's NextEra Energy position peaked at $581K in Q4 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.