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Twin Peaks Wealth Advisors’s NextEra Energy NEE Stock Holding History

Twin Peaks Wealth Advisors’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 		$185K Buy
+1,991
New +$177K 0.05% 196
2025
Q3 		– Sell
-1,427
Closed -$103K – 1409
2025
Q2 		$103K Buy
+1,427
New +$99.1K 0.03% 235

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

Twin Peaks Wealth Advisors's NEE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 1,991 shares worth $185K. The stake represents 0.05% of the portfolio and ranks #196 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NEE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NEE in Q2 2025 and has held it in 2 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,991 shares of NextEra Energy worth $185K as of Q1 2026.
  • NextEra Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NextEra Energy made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #196 holding.
  • Twin Peaks Wealth Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 2 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.