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TD Private Client Wealth’s NextEra Energy NEE Stock Holding History

TD Private Client Wealth’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 		$7.15M Sell
76,979
-4,670
-6% -$415K 0.15% 93
2025
Q4 		$6.55M Sell
81,649
-2,665
-3% -$221K 0.14% 98
2025
Q3 		$6.36M Sell
84,314
-10,633
-11% -$777K 0.14% 98
2025
Q2 		$6.59M Sell
94,947
-8,897
-9% -$618K 0.16% 94
2025
Q1 		$7.36M Buy
103,844
+4,371
+4% +$309K 0.2% 77
2024
Q4 		$7.13M Buy
99,473
+1,189
+1% +$92.4K 0.2% 78
2024
Q3 		$8.31M Buy
98,284
+1,932
+2% +$151K 0.24% 73
2024
Q2 		$6.82M Buy
96,352
+12,006
+14% +$852K 0.21% 77
2024
Q1 		$5.39M Buy
84,346
+9,760
+13% +$572K 0.18% 92
2023
Q4 		$4.53M Sell
74,586
-11,817
-14% -$673K 0.16% 111
2023
Q3 		$4.95M Buy
86,403
+5,979
+7% +$414K 0.21% 91
2023
Q2 		$5.97M Sell
80,424
-1,835
-2% -$139K 0.26% 81
2023
Q1 		$6.34M Sell
82,259
-308
-0.4% -$23.7K 0.28% 75
2022
Q4 		$6.9M Buy
82,567
+147
+0.2% +$11.9K 0.33% 62
2022
Q3 		$6.46M Buy
82,420
+7,265
+10% +$616K 0.33% 57
2022
Q2 		$5.82M Buy
75,155
+5,069
+7% +$386K 0.28% 75
2022
Q1 		$5.94M Buy
70,086
+6,465
+10% +$518K 0.25% 90
2021
Q4 		$5.94M Sell
63,621
-1,351
-2% -$117K 0.25% 91
2021
Q3 		$5.1M Buy
64,972
+3,325
+5% +$268K 0.22% 101
2021
Q2 		$4.52M Buy
61,647
+28,909
+88% +$2.17M 0.19% 116
2021
Q1 		$2.48M Buy
32,738
+4,329
+15% +$338K 0.12% 189
2020
Q4 		$2.19M Buy
28,409
+1,833
+7% +$137K 0.11% 194
2020
Q3 		$1.84M Buy
26,576
+6,712
+34% +$463K 0.1% 203
2020
Q2 		$1.19M Sell
19,864
-6,912
-26% -$414K 0.07% 265
2020
Q1 		$1.61M Buy
26,776
+9,884
+59% +$621K 0.12% 169
2019
Q4 		$1.02M Buy
+16,892
New +$986K 0.06% 268

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

TD Private Client Wealth's NEE Position: Q1 2026 in Review

TD Private Client Wealth reduced its NextEra Energy (NEE) stake by 5.7% in Q1 2026, selling an estimated $415K and leaving 76,979 shares worth $7.15M. The position accounts for 0.15% of the portfolio, ranked #93.

TD Private Client Wealth first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.31M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • TD Private Client Wealth held 76,979 shares of NextEra Energy worth $7.15M as of Q1 2026.
  • TD Private Client Wealth sold 4,670 NextEra Energy shares in Q1 2026, an estimated $415K.
  • NextEra Energy made up 0.15% of TD Private Client Wealth's portfolio in Q1 2026, its #93 holding.
  • TD Private Client Wealth first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's NextEra Energy position peaked at $8.31M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.