WCG Wealth Advisors’s NextEra Energy NEE Stock Holding History

WCG Wealth 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	$1.45M	Buy	15,654 +1,592	+11%	+$142K	0.04%	318
2025 Q4	$1.13M	Buy	+14,062	New	+$1.16M	0.03%	346
2025 Q3	–	Sell	-11,053	Closed	-$767K	–	352
2025 Q2	$767K	Sell	11,053 -358	-3%	-$24.9K	0.05%	255
2025 Q1	$809K	Buy	+11,411	New	+$805K	0.06%	216
2023 Q4	–	Sell	-11,835	Closed	-$678K	–	311
2023 Q3	$678K	Buy	+11,835	New	+$819K	0.05%	224
2023 Q2	–	Sell	-15,279	Closed	-$1.18M	–	180
2023 Q1	$1.18M	Sell	15,279 -6	-0%	-$461	0.15%	101
2022 Q4	$1.28M	Buy	15,285 +1,413	+10%	+$114K	0.18%	93
2022 Q3	$1.28M	Sell	13,872 -2,966	-18%	-$252K	0.17%	106
2022 Q2	$1.3M	Buy	+16,838	New	+$1.28M	0.18%	98

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

WCG Wealth Advisors's NEE Position: Q1 2026 in Review

WCG Wealth Advisors increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $142K and bringing the position to 15,654 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #318.

WCG Wealth Advisors first reported a position in NEE in Q2 2022 and has held it in 9 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

WCG Wealth Advisors held 15,654 shares of NextEra Energy worth $1.45M as of Q1 2026.
WCG Wealth Advisors bought 1,592 NextEra Energy shares in Q1 2026, an estimated $142K.
NextEra Energy made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #318 holding.
WCG Wealth Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 9 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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