Talisman Wealth Advisors’s NextEra Energy NEE Stock Holding History

Talisman 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	$1.16M	Sell	12,463 -312	-2%	-$27.7K	0.93%	31
2025 Q4	$1.03M	Sell	12,775 -652	-5%	-$54K	0.8%	35
2025 Q3	$1.01M	Sell	13,427 -33	-0.2%	-$2.41K	0.84%	31
2025 Q2	$934K	Sell	13,460 -8	-0.1%	-$556	0.85%	31
2025 Q1	$955K	Sell	13,468 -316	-2%	-$22.3K	0.98%	26
2024 Q4	$988K	Sell	13,784 -298	-2%	-$23.1K	1.05%	25
2024 Q3	$1.19M	Sell	14,082 -66	-0.5%	-$5.15K	1.25%	21
2024 Q2	$1M	Buy	14,148 +208	+1%	+$14.8K	1.16%	23
2024 Q1	$891K	Buy	13,940 +183	+1%	+$10.7K	1.12%	25
2023 Q4	$836K	Sell	13,757 -61	-0.4%	-$3.48K	1.24%	22
2023 Q3	$792K	Sell	13,818 -443	-3%	-$30.7K	1.37%	21
2023 Q2	$1.06M	Buy	14,261 +76	+0.5%	+$5.75K	1.81%	17
2023 Q1	$1.09M	Buy	14,185 +552	+4%	+$42.5K	1.98%	13
2022 Q4	$1.14M	Buy	+13,633	New	+$1.1M	2.42%	12

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

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

Talisman Wealth Advisors reduced its NextEra Energy (NEE) stake by 2.4% in Q1 2026, selling an estimated $27.7K and leaving 12,463 shares worth $1.16M. The position accounts for 0.93% of the portfolio, ranked #31.

Talisman Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Talisman Wealth Advisors held 12,463 shares of NextEra Energy worth $1.16M as of Q1 2026.
Talisman Wealth Advisors sold 312 NextEra Energy shares in Q1 2026, an estimated $27.7K.
NextEra Energy made up 0.93% of Talisman Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Talisman Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's NextEra Energy position peaked at $1.19M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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