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Valley Wealth Managers’s NextEra Energy NEE Stock Holding History

Valley Wealth Managers’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 		$14.9K Hold
160
– – ﹤0.01% 256
2025
Q4 		$12.8K Hold
160
– – ﹤0.01% 268
2025
Q3 		$12.1K Hold
160
– – ﹤0.01% 254
2025
Q2 		$11.1K Buy
+160
New +$11.1K ﹤0.01% 244
2025
Q1 		– Sell
-460
Closed -$33K – 400
2024
Q4 		$33K Hold
460
– – ﹤0.01% 234
2024
Q3 		$38.9K Hold
460
– – ﹤0.01% 229
2024
Q2 		$32.6K Buy
+460
New +$32.6K ﹤0.01% 239
2024
Q1 		– Sell
-600
Closed -$36.4K – 342
2023
Q4 		$36.4K Hold
600
– – ﹤0.01% 227
2023
Q3 		$34.4K Hold
600
– – ﹤0.01% 232
2023
Q2 		$44.5K Hold
600
– – ﹤0.01% 210
2023
Q1 		$46.2K Sell
600
-200
-25% -$15.4K ﹤0.01% 220
2022
Q4 		$66.9K Sell
800
-40
-5% -$3.23K 0.01% 211
2022
Q3 		$66K Sell
840
-136
-14% -$11.5K 0.01% 225
2022
Q2 		$76K Buy
+976
New +$74.3K 0.01% 230
2022
Q1 		– Sell
-2,286
Closed -$213K – 194
2021
Q4 		$213K Buy
+2,286
New +$198K 0.02% 187
2020
Q1 		– Sell
-5,276
Closed -$320K – 177
2019
Q4 		$320K Buy
5,276
+1,264
+32% +$73.8K 0.03% 158
2019
Q3 		$234K Sell
4,012
-72
-2% -$3.9K 0.02% 177
2019
Q2 		$209K Sell
4,084
-264
-6% -$13K 0.02% 188
2019
Q1 		$210K Buy
+4,348
New +$199K 0.02% 193
2017
Q1 		– Sell
-44
Closed -$1K – 232
2016
Q4 		$1K Buy
+44
New +$1.31K ﹤0.01% 246

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

Valley Wealth Managers's NEE Position: Q1 2026 in Review

Valley Wealth Managers held its NextEra Energy (NEE) position steady in Q1 2026 at 160 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Valley Wealth Managers first reported a position in NEE in Q4 2016 and has held it in 20 quarters since. The position peaked at $320K in Q4 2019. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Valley Wealth Managers held 160 shares of NextEra Energy worth $14.9K as of Q1 2026.
  • Valley Wealth Managers left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #256 holding.
  • Valley Wealth Managers first reported a position in NextEra Energy in Q4 2016 and has held it in 20 quarters since.
  • Valley Wealth Managers's NextEra Energy position peaked at $320K in Q4 2019.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.