Tower Wealth Partners’s NextEra Energy NEE Stock Holding History

Tower Wealth Partners’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	$250K	Buy	2,690 +2	+0.1%	+$178	0.14%	77
2025 Q4	$216K	Buy	+2,688	New	+$223K	0.12%	82
2023 Q3	–	Sell	-3,504	Closed	-$260K	–	51
2023 Q2	$260K	Hold	3,504	–	–	0.21%	46
2023 Q1	$270K	Buy	3,504 +104	+3%	+$8K	0.23%	46
2022 Q4	$284K	Buy	3,400 +241	+8%	+$19.5K	0.25%	43
2022 Q3	$245K	Buy	3,159 +104	+3%	+$8.82K	0.23%	44
2022 Q2	$237K	Sell	3,055 -48	-2%	-$3.65K	0.31%	39
2022 Q1	$263K	Sell	3,103 -47	-1%	-$3.77K	0.29%	40
2021 Q4	$294K	Sell	3,150 -117	-4%	-$10.1K	0.3%	39
2021 Q3	$257K	Sell	3,267 -5	-0.2%	-$403	0.27%	41
2021 Q2	$240K	Buy	3,272 +114	+4%	+$8.56K	0.26%	43
2021 Q1	$239K	Buy	3,158 +2	+0.1%	+$156	0.31%	45
2020 Q4	$243K	Buy	+3,156	New	+$236K	0.28%	37

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

Tower Wealth Partners's NEE Position: Q1 2026 in Review

Tower Wealth Partners increased its NextEra Energy (NEE) stake by 0.07% in Q1 2026, buying an estimated $178 and bringing the position to 2,690 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #77.

Tower Wealth Partners first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $294K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tower Wealth Partners held 2,690 shares of NextEra Energy worth $250K as of Q1 2026.
Tower Wealth Partners bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
NextEra Energy made up 0.14% of Tower Wealth Partners's portfolio in Q1 2026, its #77 holding.
Tower Wealth Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
Tower Wealth Partners's NextEra Energy position peaked at $294K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.