TVWM
NEE icon

Tower View Wealth Management’s NextEra Energy NEE Stock Holding History

Tower View 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 		$242K Buy
2,607
+100
+4% +$8.89K 0.12% 59
2025
Q4 		$201K Sell
2,507
-93
-4% -$7.7K 0.1% 57
2025
Q3 		$196K Sell
2,600
-1,683
-39% -$123K 0.1% 55
2025
Q2 		$297K Buy
4,283
+3,980
+1,314% +$276K 0.15% 51
2025
Q1 		$21.5K Sell
303
-19
-6% -$1.34K 0.01% 99
2024
Q4 		$23.1K Buy
322
+2
+0.6% +$155 0.01% 103
2024
Q3 		$27.1K Hold
320
– – 0.01% 99
2024
Q2 		$22.7K Hold
320
– – 0.01% 102
2024
Q1 		$20.5K Hold
320
– – 0.01% 108
2023
Q4 		$19K Sell
320
-22,262
-99% -$1.27M 0.01% 106
2023
Q3 		$915K Buy
22,582
+22,108
+4,664% +$1.53M 0.64% 42
2023
Q2 		$35K Buy
+474
New +$35.9K 0.02% 85
2023
Q1 		– Sell
-32,862
Closed -$2.75M – 160
2022
Q4 		$2.75M Sell
32,862
-61
-0.2% -$4.93K 1.91% 23
2022
Q3 		$2.58M Buy
32,923
+145
+0.4% +$12.3K 1.96% 23
2022
Q2 		$2.54M Sell
32,778
-748
-2% -$56.9K 1.87% 26
2022
Q1 		$2.84M Buy
33,526
+236
+0.7% +$18.9K 1.53% 30
2021
Q4 		$3.11M Buy
33,290
+168
+0.5% +$14.5K 1.58% 31
2021
Q3 		$2.6M Buy
33,122
+550
+2% +$44.4K 1.44% 33
2021
Q2 		$2.39M Buy
32,572
+751
+2% +$56.4K 1.21% 38
2021
Q1 		$2.41M Buy
31,821
+29,632
+1,354% +$2.31M 1.32% 36
2020
Q4 		$169K Buy
2,189
+2,117
+2,940% +$158K 0.1% 80
2020
Q3 		$5K Hold
72
– – ﹤0.01% 136
2020
Q2 		$4K Buy
+72
New +$4.31K ﹤0.01% 133

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

Tower View Wealth Management's NEE Position: Q1 2026 in Review

Tower View Wealth Management increased its NextEra Energy (NEE) stake by 4% in Q1 2026, buying an estimated $8.89K and bringing the position to 2,607 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #59.

Tower View Wealth Management first reported a position in NEE in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.11M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tower View Wealth Management held 2,607 shares of NextEra Energy worth $242K as of Q1 2026.
  • Tower View Wealth Management bought 100 NextEra Energy shares in Q1 2026, an estimated $8.89K.
  • NextEra Energy made up 0.12% of Tower View Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Tower View Wealth Management first reported a position in NextEra Energy in Q2 2020 and has held it in 23 quarters since.
  • Tower View Wealth Management's NextEra Energy position peaked at $3.11M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.