WBI Investments’s NextEra Energy NEE Stock Holding History

WBI Investments’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	$1.14M	Sell	12,297 -2,915	-19%	-$259K	0.32%	89
2025 Q4	$1.22M	Buy	15,212 +1,793	+13%	+$149K	0.32%	81
2025 Q3	$1.01M	Sell	13,419 -2,272	-14%	-$166K	0.26%	108
2025 Q2	$1.09M	Buy	+15,691	New	+$1.09M	0.28%	100
2019 Q4	–	Sell	-42,800	Closed	-$2.49M	–	232
2019 Q3	$2.49M	Sell	42,800 -54,360	-56%	-$2.94M	0.24%	85
2019 Q2	$4.98M	Buy	+97,160	New	+$4.78M	0.44%	48

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

WBI Investments's NEE Position: Q1 2026 in Review

WBI Investments reduced its NextEra Energy (NEE) stake by 19% in Q1 2026, selling an estimated $259K and leaving 12,297 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #89.

WBI Investments first reported a position in NEE in Q2 2019 and has held it in 6 quarters since. The position peaked at $4.98M in Q2 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

WBI Investments held 12,297 shares of NextEra Energy worth $1.14M as of Q1 2026.
WBI Investments sold 2,915 NextEra Energy shares in Q1 2026, an estimated $259K.
NextEra Energy made up 0.32% of WBI Investments's portfolio in Q1 2026, its #89 holding.
WBI Investments first reported a position in NextEra Energy in Q2 2019 and has held it in 6 quarters since.
WBI Investments's NextEra Energy position peaked at $4.98M in Q2 2019.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.