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Tradition Wealth Management’s NextEra Energy NEE Stock Holding History

Tradition 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 		$704K Buy
7,579
+283
+4% +$25.2K 0.05% 238
2025
Q4 		$586K Sell
7,296
-159
-2% -$13.2K 0.04% 259
2025
Q3 		$563K Buy
7,455
+335
+5% +$24.5K 0.04% 262
2025
Q2 		$494K Buy
7,120
+495
+7% +$34.4K 0.04% 270
2025
Q1 		$470K Buy
6,625
+143
+2% +$10.1K 0.04% 260
2024
Q4 		$465K Buy
6,482
+278
+4% +$21.6K 0.04% 262
2024
Q3 		$524K Buy
6,204
+125
+2% +$9.76K 0.05% 233
2024
Q2 		$430K Buy
6,079
+168
+3% +$11.9K 0.04% 256
2024
Q1 		$378K Buy
5,911
+41
+0.7% +$2.4K 0.04% 263
2023
Q4 		$357K Buy
5,870
+799
+16% +$45.5K 0.04% 248
2023
Q3 		$291K Sell
5,071
-111
-2% -$7.68K 0.03% 257
2023
Q2 		$384K Buy
5,182
+82
+2% +$6.21K 0.04% 216
2023
Q1 		$393K Buy
5,100
+254
+5% +$19.5K 0.05% 212
2022
Q4 		$405K Sell
4,846
-190
-4% -$15.3K 0.06% 184
2022
Q3 		$395K Buy
5,036
+1,363
+37% +$116K 0.06% 182
2022
Q2 		$285K Buy
3,673
+755
+26% +$57.5K 0.04% 227
2022
Q1 		$247K Sell
2,918
-488
-14% -$39.1K 0.03% 269
2021
Q4 		$318K Sell
3,406
-384
-10% -$33.2K 0.04% 237
2021
Q3 		$298K Buy
3,790
+109
+3% +$8.79K 0.04% 224
2021
Q2 		$270K Sell
3,681
-77
-2% -$5.78K 0.04% 243
2021
Q1 		$284K Buy
3,758
+409
+12% +$31.9K 0.05% 212
2020
Q4 		$258K Buy
+3,349
New +$251K 0.05% 208

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

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

Tradition Wealth Management increased its NextEra Energy (NEE) stake by 3.9% in Q1 2026, buying an estimated $25.2K and bringing the position to 7,579 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #238.

Tradition Wealth Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tradition Wealth Management held 7,579 shares of NextEra Energy worth $704K as of Q1 2026.
  • Tradition Wealth Management bought 283 NextEra Energy shares in Q1 2026, an estimated $25.2K.
  • NextEra Energy made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Tradition Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.