Topsail Wealth Management’s NextEra Energy NEE Stock Holding History

Topsail 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	$445K	Hold	5,066	–	–	0.06%	109
2026 Q1	$471K	Hold	5,066	–	–	0.07%	91
2025 Q4	$407K	Buy	5,066 +6	+0.1%	+$497	0.06%	102
2025 Q3	$382K	Buy	5,060 +28	+0.6%	+$2.05K	0.06%	101
2025 Q2	$349K	Sell	5,032 -865	-15%	-$60.1K	0.06%	97
2025 Q1	$418K	Buy	5,897 +890	+18%	+$62.8K	0.09%	79
2024 Q4	$359K	Buy	+5,007	New	+$389K	0.08%	74

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Topsail Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 5,066 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #109.

Topsail Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Topsail Wealth Management held 5,066 shares of NextEra Energy worth $445K as of Q2 2026.
Topsail Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #109 holding.
Topsail Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's NextEra Energy position peaked at $471K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.