UP Strategic Wealth Investment Advisors’s NextEra Energy NEE Stock Holding History

UP Strategic Wealth Investment 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	$375K	Buy	4,019 +66	+2%	+$5.87K	0.24%	61
2025 Q4	$354K	Buy	3,953 +1,077	+37%	+$89.2K	0.26%	61
2025 Q3	$247K	Sell	2,876 -1,324	-32%	-$96.7K	0.18%	75
2025 Q2	$292K	Sell	4,200 -300	-7%	-$20.8K	0.23%	62
2025 Q1	$319K	Buy	+4,500	New	+$318K	0.28%	58
2024 Q4	–	Sell	-3,341	Closed	-$282K	–	87
2024 Q3	$282K	Buy	+3,341	New	+$261K	0.32%	59

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

UP Strategic Wealth Investment Advisors's NEE Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its NextEra Energy (NEE) stake by 1.7% in Q1 2026, buying an estimated $5.87K and bringing the position to 4,019 shares worth $375K. The position accounts for 0.24% of the portfolio, ranked #61.

UP Strategic Wealth Investment Advisors first reported a position in NEE in Q3 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

UP Strategic Wealth Investment Advisors held 4,019 shares of NextEra Energy worth $375K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 66 NextEra Energy shares in Q1 2026, an estimated $5.87K.
NextEra Energy made up 0.24% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #61 holding.
UP Strategic Wealth Investment Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.