Watershed Private Wealth’s NextEra Energy NEE Stock Holding History

Watershed Private Wealth’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	–	Sell	-4,323	Closed	-$402K	–	124
2026 Q1	$402K	Sell	4,323 -155	-3%	-$13.8K	0.13%	85
2025 Q4	$359K	Buy	4,478 +1,092	+32%	+$90.4K	0.11%	92
2025 Q3	$256K	Sell	3,386 -23	-0.7%	-$1.68K	0.08%	100
2025 Q2	$237K	Sell	3,409 -1	-0%	-$69	0.09%	98
2025 Q1	$242K	Hold	3,410	–	–	0.1%	104
2024 Q4	$244K	Sell	3,410 -2	-0.1%	-$155	0.1%	98
2024 Q3	$288K	Sell	3,412 -3	-0.1%	-$234	0.12%	92
2024 Q2	$242K	Hold	3,415	–	–	0.1%	104
2024 Q1	$218K	Buy	+3,415	New	+$200K	0.1%	115
2023 Q3	–	Sell	-3,477	Closed	-$258K	–	99
2023 Q2	$258K	Hold	3,477	–	–	0.16%	80
2023 Q1	$268K	Hold	3,477	–	–	0.18%	72
2022 Q4	$291K	Buy	+3,477	New	+$281K	0.22%	67

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

Watershed Private Wealth's NEE Position: Q2 2026 in Review

Watershed Private Wealth sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 4,323 shares — an estimated $402K sold.

Watershed Private Wealth first reported a position in NEE in Q4 2022 and held it in 12 quarters. The position peaked at $402K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Watershed Private Wealth reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Watershed Private Wealth sold 4,323 NextEra Energy shares in Q2 2026, an estimated $402K.
Watershed Private Wealth first reported a position in NextEra Energy in Q4 2022 and held it in 12 quarters.
Watershed Private Wealth's NextEra Energy position peaked at $402K in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.