WE
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Wealth Effects’s NextEra Energy NEE Stock Holding History

Wealth Effects’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 		$1.18M Sell
13,459
-22
-0.2% -$1.99K 0.32% 65
2026
Q1 		$1.25M Buy
13,481
+340
+3% +$30.2K 0.44% 51
2025
Q4 		$1.05M Sell
13,141
-4,111
-24% -$341K 0.33% 56
2025
Q3 		$1.3M Buy
17,252
+951
+6% +$69.5K 0.42% 44
2025
Q2 		$1.13M Buy
16,301
+521
+3% +$36.2K 0.42% 49
2025
Q1 		$1.12M Buy
15,780
+2,634
+20% +$186K 0.47% 47
2024
Q4 		$942K Sell
13,146
-1,438
-10% -$112K 0.33% 61
2024
Q3 		$1.23M Buy
14,584
+302
+2% +$23.6K 0.43% 50
2024
Q2 		$1.01M Buy
14,282
+1,818
+15% +$129K 0.37% 54
2024
Q1 		$797K Buy
12,464
+7,991
+179% +$468K 0.29% 71
2023
Q4 		$272K Sell
4,473
-1,172
-21% -$66.8K 0.1% 165
2023
Q3 		$323K Sell
5,645
-299
-5% -$20.7K 0.16% 124
2023
Q2 		$441K Buy
5,944
+52
+0.9% +$3.94K 0.19% 109
2023
Q1 		$454K Sell
5,892
-99
-2% -$7.61K 0.23% 102
2022
Q4 		$501K Sell
5,991
-754
-11% -$60.9K 0.29% 81
2022
Q3 		$529K Sell
6,745
-99
-1% -$8.4K 0.32% 73
2022
Q2 		$530K Sell
6,844
-334
-5% -$25.4K 0.32% 73
2022
Q1 		$608K Sell
7,178
-81
-1% -$6.49K 0.28% 72
2021
Q4 		$678K Buy
+7,259
New +$627K 0.28% 76

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Effects's NEE Position: Q2 2026 in Review

Wealth Effects reduced its NextEra Energy (NEE) stake by 0.16% in Q2 2026, selling an estimated $1.99K and leaving 13,459 shares worth $1.18M. The position accounts for 0.32% of the portfolio, ranked #65.

Wealth Effects first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q3 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Effects held 13,459 shares of NextEra Energy worth $1.18M as of Q2 2026.
  • Wealth Effects sold 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
  • NextEra Energy made up 0.32% of Wealth Effects's portfolio in Q2 2026, its #65 holding.
  • Wealth Effects first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's NextEra Energy position peaked at $1.3M in Q3 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.