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Wagner Wealth Management (South Carolina)’s NextEra Energy NEE Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$239K Sell
2,719
-27
-1% -$2.44K 0.04% 134
2026
Q1 		$255K Buy
2,746
+3
+0.1% +$267 0.05% 117
2025
Q4 		$220K Buy
+2,743
New +$227K 0.05% 129
2023
Q2 		– Sell
-2,633
Closed -$203K – 228
2023
Q1 		$203K Buy
2,633
+14
+0.5% +$1.08K 0.09% 111
2022
Q4 		$219K Buy
2,619
+312
+14% +$25.2K 0.14% 107
2022
Q3 		$181K Sell
2,307
-7
-0.3% -$594 0.13% 104
2022
Q2 		$179K Buy
+2,314
New +$176K 0.14% 106
2022
Q1 		– Sell
-1,762
Closed -$164K – 497
2021
Q4 		$164K Buy
1,762
+7
+0.4% +$605 0.13% 133
2021
Q3 		$150K Buy
1,755
+8
+0.5% +$645 0.12% 142
2021
Q2 		$128K Sell
1,747
-127
-7% -$9.53K 0.09% 158
2021
Q1 		$142K Buy
+1,874
New +$146K 0.11% 143
2018
Q3 		$327K Buy
7,808
+5,928
+315% +$252K 0.22% 88
2018
Q2 		$79K Buy
1,880
+148
+9% +$5.98K 0.06% 193
2018
Q1 		$71K Buy
1,732
+12
+0.7% +$463 0.05% 194
2017
Q4 		$65K Buy
+1,720
New +$66.4K 0.05% 199

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s NEE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its NextEra Energy (NEE) stake by 0.98% in Q2 2026, selling an estimated $2.44K and leaving 2,719 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #134.

Wagner Wealth Management (South Carolina) first reported a position in NEE in Q4 2017 and has held it in 15 quarters since. The position peaked at $327K in Q3 2018. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 2,719 shares of NextEra Energy worth $239K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 27 NextEra Energy shares in Q2 2026, an estimated $2.44K.
  • NextEra Energy made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #134 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in NextEra Energy in Q4 2017 and has held it in 15 quarters since.
  • Wagner Wealth Management (South Carolina)'s NextEra Energy position peaked at $327K in Q3 2018.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.