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Thrive Wealth Management’s NextEra Energy NEE Stock Holding History

Thrive 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
Q2 		$537K Sell
6,123
-146
-2% -$13.2K 0.07% 129
2026
Q1 		$582K Buy
6,269
+217
+4% +$19.3K 0.09% 110
2025
Q4 		$486K Buy
6,052
+106
+2% +$8.78K 0.07% 131
2025
Q3 		$449K Buy
5,946
+40
+0.7% +$2.92K 0.07% 134
2025
Q2 		$410K Sell
5,906
-1
-0% -$69 0.07% 143
2025
Q1 		$419K Sell
5,907
-56
-0.9% -$3.95K 0.08% 126
2024
Q4 		$427K Sell
5,963
-42
-0.7% -$3.26K 0.08% 129
2024
Q3 		$508K Sell
6,005
-36
-0.6% -$2.81K 0.09% 114
2024
Q2 		$428K Buy
6,041
+127
+2% +$9.01K 0.08% 129
2024
Q1 		$378K Buy
5,914
+617
+12% +$36.1K 0.08% 138
2023
Q4 		$322K Sell
5,297
-326
-6% -$18.6K 0.07% 138
2023
Q3 		$322K Sell
5,623
-92
-2% -$6.37K 0.09% 124
2023
Q2 		$424K Buy
5,715
+106
+2% +$8.03K 0.11% 106
2023
Q1 		$432K Buy
5,609
+56
+1% +$4.31K 0.11% 109
2022
Q4 		$464K Sell
5,553
-137
-2% -$11.1K 0.13% 95
2022
Q3 		$446K Buy
5,690
+163
+3% +$13.8K 0.16% 88
2022
Q2 		$428K Buy
5,527
+369
+7% +$28.1K 0.15% 85
2022
Q1 		$437K Sell
5,158
-302
-6% -$24.2K 0.13% 94
2021
Q4 		$510K Buy
+5,460
New +$472K 0.17% 70

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Thrive Wealth Management's NEE Position: Q2 2026 in Review

Thrive Wealth Management reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $13.2K and leaving 6,123 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #129.

Thrive Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $582K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Thrive Wealth Management held 6,123 shares of NextEra Energy worth $537K as of Q2 2026.
  • Thrive Wealth Management sold 146 NextEra Energy shares in Q2 2026, an estimated $13.2K.
  • NextEra Energy made up 0.07% of Thrive Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Thrive Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's NextEra Energy position peaked at $582K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.