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Wealth Management Associates’s NextEra Energy NEE Stock Holding History

Wealth Management Associates’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 		$533K Hold
6,075
– – 0.15% 124
2026
Q1 		$564K Hold
6,075
– – 0.19% 106
2025
Q4 		$488K Buy
6,075
+218
+4% +$18.1K 0.17% 115
2025
Q3 		$442K Hold
5,857
– – 0.16% 122
2025
Q2 		$407K Buy
5,857
+505
+9% +$35.1K 0.16% 126
2025
Q1 		$379K Hold
5,352
– – 0.16% 122
2024
Q4 		$384K Hold
5,352
– – 0.16% 120
2024
Q3 		$452K Hold
5,352
– – 0.2% 101
2024
Q2 		$379K Hold
5,352
– – 0.18% 113
2024
Q1 		$379K Sell
5,352
-339
-6% -$19.9K 0.18% 113
2023
Q4 		$346K Sell
5,691
-2,003
-26% -$114K 0.18% 121
2023
Q3 		$441K Sell
7,694
-865
-10% -$59.9K 0.26% 84
2023
Q2 		$635K Sell
8,559
-76
-0.9% -$5.75K 0.36% 64
2023
Q1 		$666K Buy
8,635
+424
+5% +$32.6K 0.41% 60
2022
Q4 		$686K Sell
8,211
-270
-3% -$21.8K 0.46% 56
2022
Q3 		$665K Sell
8,481
-219
-3% -$18.6K 0.47% 51
2022
Q2 		$674K Sell
8,700
-188
-2% -$14.3K 0.46% 48
2022
Q1 		$753K Buy
8,888
+136
+2% +$10.9K 0.43% 60
2021
Q4 		$817K Sell
8,752
-259
-3% -$22.4K 0.44% 54
2021
Q3 		$708K Buy
9,011
+81
+0.9% +$6.53K 0.41% 61
2021
Q2 		$654K Buy
8,930
+1,159
+15% +$87K 0.37% 63
2021
Q1 		$588K Buy
7,771
+1,087
+16% +$84.8K 0.37% 65
2020
Q4 		$516K Buy
6,684
+600
+10% +$44.9K 0.34% 72
2020
Q3 		$422K Hold
6,084
– – 0.33% 73
2020
Q2 		$365K Buy
6,084
+568
+10% +$34K 0.31% 78
2020
Q1 		$332K Buy
5,516
+820
+17% +$51.5K 0.34% 75
2019
Q4 		$284K Buy
4,696
+196
+4% +$11.4K 0.2% 112
2019
Q3 		$262K Buy
+4,500
New +$244K 0.21% 116

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 Management Associates's NEE Position: Q2 2026 in Review

Wealth Management Associates held its NextEra Energy (NEE) position steady in Q2 2026 at 6,075 shares worth $533K. The position accounts for 0.15% of the portfolio, ranked #124.

Wealth Management Associates first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $817K in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Management Associates held 6,075 shares of NextEra Energy worth $533K as of Q2 2026.
  • Wealth Management Associates left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #124 holding.
  • Wealth Management Associates first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's NextEra Energy position peaked at $817K in Q4 2021.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.