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 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 $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

Wealth Dimensions Group's NEE Position: Q1 2026 in Review

Wealth Dimensions Group reduced its NextEra Energy (NEE) stake by 9.5% in Q1 2026, selling an estimated $43.5K and leaving 4,655 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #116.

Wealth Dimensions Group first reported a position in NEE in Q2 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wealth Dimensions Group held 4,655 shares of NextEra Energy worth $432K as of Q1 2026.
Wealth Dimensions Group sold 489 NextEra Energy shares in Q1 2026, an estimated $43.5K.
NextEra Energy made up 0.09% of Wealth Dimensions Group's portfolio in Q1 2026, its #116 holding.
Wealth Dimensions Group first reported a position in NextEra Energy in Q2 2023 and has held it in 10 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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