Trueblood Wealth Management’s NextEra Energy NEE Stock Holding History

Trueblood 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 Q2	$977K	Buy	11,129 +77	+0.7%	+$6.96K	0.34%	96
2026 Q1	$1.03M	Buy	11,052 +142	+1%	+$12.6K	0.4%	82
2025 Q4	$876K	Sell	10,910 -3,993	-27%	-$331K	0.34%	93
2025 Q3	$1.13M	Sell	14,903 -125	-0.8%	-$9.13K	0.44%	76
2025 Q2	$1.04M	Buy	15,028 +3	+0%	+$208	0.44%	75
2025 Q1	$1.07M	Sell	15,025 -241	-2%	-$17K	0.49%	65
2024 Q4	$1.09M	Buy	15,266 +111	+0.7%	+$8.62K	0.54%	54
2024 Q3	$1.28M	Buy	15,155 +141	+0.9%	+$11K	0.64%	43
2024 Q2	$1.06M	Buy	15,014 +293	+2%	+$20.8K	0.6%	49
2024 Q1	$941K	Buy	14,721 +726	+5%	+$42.5K	0.54%	58
2023 Q4	$850K	Buy	+13,995	New	+$798K	0.53%	58

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

Trueblood Wealth Management's NEE Position: Q2 2026 in Review

Trueblood Wealth Management increased its NextEra Energy (NEE) stake by 0.7% in Q2 2026, buying an estimated $6.96K and bringing the position to 11,129 shares worth $977K. The position accounts for 0.34% of the portfolio, ranked #96.

Trueblood Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trueblood Wealth Management held 11,129 shares of NextEra Energy worth $977K as of Q2 2026.
Trueblood Wealth Management bought 77 NextEra Energy shares in Q2 2026, an estimated $6.96K.
NextEra Energy made up 0.34% of Trueblood Wealth Management's portfolio in Q2 2026, its #96 holding.
Trueblood Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's NextEra Energy position peaked at $1.28M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.