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Strategies Wealth Advisors’s NextEra Energy NEE Stock Holding History

Strategies Wealth Advisors’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 		$1.53M Sell
16,450
-2,705
-14% -$240K 0.15% 47
2025
Q4 		$1.54M Buy
19,155
+3,531
+23% +$292K 0.15% 46
2025
Q3 		$1.18M Buy
15,624
+4,121
+36% +$301K 0.12% 54
2025
Q2 		$799K Buy
11,503
+6,825
+146% +$474K 0.09% 68
2025
Q1 		$332K Buy
+4,678
New +$330K 0.04% 130

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

Strategies Wealth Advisors's NEE Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its NextEra Energy (NEE) stake by 14% in Q1 2026, selling an estimated $240K and leaving 16,450 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #47.

Strategies Wealth Advisors first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Strategies Wealth Advisors held 16,450 shares of NextEra Energy worth $1.53M as of Q1 2026.
  • Strategies Wealth Advisors sold 2,705 NextEra Energy shares in Q1 2026, an estimated $240K.
  • NextEra Energy made up 0.15% of Strategies Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Strategies Wealth Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's NextEra Energy position peaked at $1.54M in Q4 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.