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 Q2	$229K	Sell	2,607 -83	-3%	-$7.51K	0.11%	87
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 $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

Tower Wealth Partners's NEE Position: Q2 2026 in Review

Tower Wealth Partners reduced its NextEra Energy (NEE) stake by 3.1% in Q2 2026, selling an estimated $7.51K and leaving 2,607 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #87.

Tower Wealth Partners first reported a position in NEE in Q4 2020 and has held it in 14 quarters since. The position peaked at $294K in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tower Wealth Partners held 2,607 shares of NextEra Energy worth $229K as of Q2 2026.
Tower Wealth Partners sold 83 NextEra Energy shares in Q2 2026, an estimated $7.51K.
NextEra Energy made up 0.11% of Tower Wealth Partners's portfolio in Q2 2026, its #87 holding.
Tower Wealth Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 14 quarters since.
Tower Wealth Partners's NextEra Energy position peaked at $294K in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.