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Strategic Wealth Partners’s NextEra Energy NEE Stock Holding History

Strategic Wealth Partners’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 		$13.5M Buy
145,573
+9,548
+7% +$849K 0.94% 27
2025
Q4 		$10.9M Buy
136,025
+11,180
+9% +$926K 0.75% 43
2025
Q3 		$9.42M Sell
124,845
-15,390
-11% -$1.12M 0.7% 47
2025
Q2 		$9.74M Buy
+140,235
New +$9.74M 0.77% 40
2024
Q4 		$9.16M Buy
133,544
+33,580
+34% +$2.61M 0.76% 45
2024
Q3 		$8.45M Sell
99,964
-4,691
-4% -$366K 0.81% 36
2024
Q2 		$7.41M Buy
104,655
+3,231
+3% +$229K 0.77% 37
2024
Q1 		$6.48M Buy
101,424
+10,310
+11% +$604K 0.71% 45
2023
Q4 		$5.53M Sell
91,114
-3,068
-3% -$175K 0.68% 45
2023
Q3 		$5.4M Buy
94,182
+10,313
+12% +$714K 0.71% 31
2023
Q2 		$6.22M Buy
83,869
+4,078
+5% +$309K 0.81% 22
2023
Q1 		$6.15M Buy
79,791
+15,905
+25% +$1.22M 0.94% 19
2022
Q4 		$5.34M Buy
63,886
+37,592
+143% +$3.04M 0.99% 19
2022
Q3 		$2.06M Buy
26,294
+4,271
+19% +$362K 0.44% 78
2022
Q2 		$1.71M Buy
22,023
+981
+5% +$74.7K 0.37% 89
2022
Q1 		$1.78M Sell
21,042
-48,270
-70% -$3.87M 0.35% 96
2021
Q4 		$6.47M Buy
69,312
+51,991
+300% +$4.49M 1.23% 13
2021
Q3 		$1.36M Buy
17,321
+3,323
+24% +$268K 0.4% 69
2021
Q2 		$1.03M Sell
13,998
-90
-0.6% -$6.75K 0.33% 84
2021
Q1 		$1.06M Buy
14,088
+66
+0.5% +$5.15K 0.42% 61
2020
Q4 		$1.08M Buy
14,022
+582
+4% +$43.5K 0.45% 63
2020
Q3 		$933K Sell
13,440
-3,448
-20% -$238K 0.47% 63
2020
Q2 		$1.01M Buy
16,888
+2,188
+15% +$131K 0.52% 55
2020
Q1 		$890K Hold
14,700
– – 0.46% 67
2019
Q4 		$890K Buy
14,700
+124
+0.9% +$7.24K 0.46% 67
2019
Q3 		$845 Buy
14,576
+13,992
+2,396% +$757K ﹤0.01% 209
2019
Q2 		$29K Sell
584
-216
-27% -$10.6K 0.01% 284
2019
Q1 		$38K Buy
+800
New +$36.6K 0.02% 265

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

Strategic Wealth Partners's NEE Position: Q1 2026 in Review

Strategic Wealth Partners increased its NextEra Energy (NEE) stake by 7% in Q1 2026, buying an estimated $849K and bringing the position to 145,573 shares worth $13.5M. The position accounts for 0.94% of the portfolio, ranked #27.

Strategic Wealth Partners first reported a position in NEE in Q1 2019 and has held it in 28 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Strategic Wealth Partners held 145,573 shares of NextEra Energy worth $13.5M as of Q1 2026.
  • Strategic Wealth Partners bought 9,548 NextEra Energy shares in Q1 2026, an estimated $849K.
  • NextEra Energy made up 0.94% of Strategic Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Strategic Wealth Partners first reported a position in NextEra Energy in Q1 2019 and has held it in 28 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.