Topel & Distasi Wealth Management’s NextEra Energy NEE Stock Holding History

Topel & Distasi 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 Q1	$291K	Hold	3,132	–	–	0.15%	52
2025 Q4	$251K	Hold	3,132	–	–	0.12%	58
2025 Q3	$236K	Sell	3,132 -1,696	-35%	-$124K	0.12%	59
2025 Q2	$335K	Hold	4,828	–	–	0.18%	52
2025 Q1	$342K	Sell	4,828 -815	-14%	-$57.5K	0.16%	63
2024 Q4	$405K	Hold	5,643	–	–	0.17%	65
2024 Q3	$477K	Hold	5,643	–	–	0.2%	61
2024 Q2	$400K	Hold	5,643	–	–	0.18%	63
2024 Q1	$361K	Hold	5,643	–	–	0.16%	64
2023 Q4	$343K	Sell	5,643 -1,582	-22%	-$90.2K	0.16%	62
2023 Q3	$414K	Hold	7,225	–	–	0.22%	57
2023 Q2	$536K	Hold	7,225	–	–	0.27%	54
2023 Q1	$557K	Hold	7,225	–	–	0.29%	54
2022 Q4	$604K	Hold	7,225	–	–	0.34%	51
2022 Q3	$590K	Buy	+7,225	New	+$613K	0.33%	53

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

Topel & Distasi Wealth Management's NEE Position: Q1 2026 in Review

Topel & Distasi Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 3,132 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #52.

Topel & Distasi Wealth Management first reported a position in NEE in Q3 2022 and has held it in 15 quarters since. The position peaked at $604K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Topel & Distasi Wealth Management held 3,132 shares of NextEra Energy worth $291K as of Q1 2026.
Topel & Distasi Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.15% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #52 holding.
Topel & Distasi Wealth Management first reported a position in NextEra Energy in Q3 2022 and has held it in 15 quarters since.
Topel & Distasi Wealth Management's NextEra Energy position peaked at $604K in Q4 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.