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Wealth Management Partners’s NextEra Energy NEE Stock Holding History

Wealth Management Partners’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 		$484K Sell
5,513
-847
-13% -$76.6K 0.11% 117
2026
Q1 		$591K Hold
6,360
– – 0.17% 96
2025
Q4 		$511K Hold
6,360
– – 0.15% 97
2025
Q3 		$480K Hold
6,360
– – 0.15% 97
2025
Q2 		$475K Buy
+6,360
New +$442K 0.17% 91

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 Partners's NEE Position: Q2 2026 in Review

Wealth Management Partners reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $76.6K and leaving 5,513 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #117.

Wealth Management Partners first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $591K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Management Partners held 5,513 shares of NextEra Energy worth $484K as of Q2 2026.
  • Wealth Management Partners sold 847 NextEra Energy shares in Q2 2026, an estimated $76.6K.
  • NextEra Energy made up 0.11% of Wealth Management Partners's portfolio in Q2 2026, its #117 holding.
  • Wealth Management Partners first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Wealth Management Partners's NextEra Energy position peaked at $591K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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