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 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 $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

Topsail Wealth Management's NEE Position: Q1 2026 in Review

Topsail Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 5,066 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #91.

Topsail Wealth Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Topsail Wealth Management held 5,066 shares of NextEra Energy worth $471K as of Q1 2026.
Topsail Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.07% of Topsail Wealth Management's portfolio in Q1 2026, its #91 holding.
Topsail Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.