Wealth Dimensions Group’s NextEra Energy NEE Stock Holding History

Wealth Dimensions Group’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	$400K	Sell	4,558 -97	-2%	-$8.77K	0.07%	123
2026 Q1	$432K	Sell	4,655 -489	-10%	-$43.5K	0.09%	116
2025 Q4	$413K	Buy	5,144 +85	+2%	+$7.04K	0.08%	114
2025 Q3	$382K	Buy	5,059 +14	+0.3%	+$1.02K	0.08%	118
2025 Q2	$350K	Hold	5,045	–	–	0.08%	120
2025 Q1	$358K	Buy	5,045 +1,168	+30%	+$82.4K	0.09%	114
2024 Q4	$278K	Buy	3,877 +161	+4%	+$12.5K	0.07%	125
2024 Q3	$314K	Sell	3,716 -141	-4%	-$11K	0.08%	112
2024 Q2	$273K	Buy	3,857 +684	+22%	+$48.5K	0.08%	116
2024 Q1	$203K	Buy	+3,173	New	+$186K	0.06%	140
2023 Q3	–	Sell	-2,704	Closed	-$201K	–	134
2023 Q2	$201K	Buy	+2,704	New	+$205K	0.07%	135

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

Wealth Dimensions Group's NEE Position: Q2 2026 in Review

Wealth Dimensions Group reduced its NextEra Energy (NEE) stake by 2.1% in Q2 2026, selling an estimated $8.77K and leaving 4,558 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #123.

Wealth Dimensions Group first reported a position in NEE in Q2 2023 and has held it in 11 quarters since. The position peaked at $432K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wealth Dimensions Group held 4,558 shares of NextEra Energy worth $400K as of Q2 2026.
Wealth Dimensions Group sold 97 NextEra Energy shares in Q2 2026, an estimated $8.77K.
NextEra Energy made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #123 holding.
Wealth Dimensions Group first reported a position in NextEra Energy in Q2 2023 and has held it in 11 quarters since.
Wealth Dimensions Group's NextEra Energy position peaked at $432K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.