Wealth Preservation Advisors’s NextEra Energy NEE Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-628	Closed	-$50.4K	–	1140
2025 Q4	$50.4K	Sell	628 -2	-0.3%	-$166	0.03%	198
2025 Q3	$47.6K	Sell	630 -1	-0.2%	-$73	0.03%	189
2025 Q2	$43.8K	Sell	631 -36	-5%	-$2.5K	0.03%	194
2025 Q1	$47.3K	Buy	+667	New	+$47.1K	0.03%	191

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 Preservation Advisors's NEE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 628 shares — an estimated $50.4K sold.

Wealth Preservation Advisors first reported a position in NEE in Q1 2025 and held it in 4 quarters. The position peaked at $50.4K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wealth Preservation Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 628 NextEra Energy shares in Q1 2026, an estimated $50.4K.
Wealth Preservation Advisors first reported a position in NextEra Energy in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's NextEra Energy position peaked at $50.4K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.