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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Effects's NEE Position: Q1 2026 in Review

Wealth Effects increased its NextEra Energy (NEE) stake by 2.6% in Q1 2026, buying an estimated $30.2K and bringing the position to 13,481 shares worth $1.25M. The position accounts for 0.44% of the portfolio, ranked #51.

Wealth Effects first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Wealth Effects held 13,481 shares of NextEra Energy worth $1.25M as of Q1 2026.
  • Wealth Effects bought 340 NextEra Energy shares in Q1 2026, an estimated $30.2K.
  • NextEra Energy made up 0.44% of Wealth Effects's portfolio in Q1 2026, its #51 holding.
  • Wealth Effects first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's NextEra Energy position peaked at $1.3M in Q3 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.