WealthPLAN Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $746K | Sell |
8,498
-363
| -4% | -$32.8K | 0.14% | 128 |
|
|
2026
Q1 | $823K | Sell |
8,861
-189
| -2% | -$16.8K | 0.16% | 124 |
|
|
2025
Q4 | $727K | Sell |
9,050
-8
| -0.1% | -$663 | 0.11% | 147 |
|
|
2025
Q3 | $684K | Sell |
9,058
-144
| -2% | -$10.5K | 0.1% | 152 |
|
|
2025
Q2 | $639K | Sell |
9,202
-209
| -2% | -$14.5K | 0.1% | 155 |
|
|
2025
Q1 | $667K | Buy |
9,411
+224
| +2% | +$15.8K | 0.09% | 150 |
|
|
2024
Q4 | $659K | Sell |
9,187
-1,706
| -16% | -$133K | 0.09% | 150 |
|
|
2024
Q3 | $921K | Sell |
10,893
-4,948
| -31% | -$386K | 0.12% | 130 |
|
|
2024
Q2 | $1.12M | Sell |
15,841
-71,792
| -82% | -$5.09M | 0.12% | 142 |
|
|
2024
Q1 | $5.6M | Sell |
87,633
-1,940
| -2% | -$114K | 0.58% | 52 |
|
|
2023
Q4 | $5.44M | Buy |
89,573
+82,086
| +1,096% | +$4.68M | 0.56% | 58 |
|
|
2023
Q3 | $429K | Buy |
7,487
+968
| +15% | +$67K | 0.05% | 223 |
|
|
2023
Q2 | $484K | Buy |
6,519
+421
| +7% | +$31.9K | 0.07% | 192 |
|
|
2023
Q1 | $470K | Sell |
6,098
-1,831
| -23% | -$141K | 0.05% | 208 |
|
|
2022
Q4 | $603K | Buy |
+7,929
| New | +$641K | 0.04% | 232 |
|
|
2022
Q1 | $506K | Sell |
7,130
-57
| -0.8% | -$4.57K | 0.04% | 246 |
|
|
2021
Q4 | $561K | Sell |
7,187
-731
| -9% | -$63.2K | 0.04% | 241 |
|
|
2021
Q3 | $716K | Buy |
7,918
+2,433
| +44% | +$196K | 0.05% | 206 |
|
|
2021
Q2 | $452K | Sell |
5,485
-24
| -0.4% | -$1.8K | 0.03% | 245 |
|
|
2021
Q1 | $417K | Buy |
5,509
+86
| +2% | +$6.71K | 0.03% | 242 |
|
|
2020
Q4 | $450K | Sell |
5,423
-16,001
| -75% | -$1.2M | 0.04% | 229 |
|
|
2020
Q3 | $411K | Buy |
21,424
+15,892
| +287% | +$1.1M | 0.04% | 217 |
|
|
2020
Q2 | $393K | Buy |
5,532
+424
| +8% | +$25.4K | 0.04% | 210 |
|
|
2020
Q1 | $297K | Sell |
5,108
-888
| -15% | -$55.8K | 0.04% | 197 |
|
|
2019
Q4 | $405K | Buy |
5,996
+204
| +4% | +$11.9K | 0.05% | 174 |
|
|
2019
Q3 | $330K | Buy |
5,792
+300
| +5% | +$16.2K | 0.05% | 179 |
|
|
2019
Q2 | $296K | Sell |
5,492
-2,388
| -30% | -$118K | 0.04% | 187 |
|
|
2019
Q1 | $384K | Sell |
7,880
-404
| -5% | -$18.5K | 0.06% | 180 |
|
|
2018
Q4 | $381K | Buy |
8,284
+280
| +3% | +$12.2K | 0.06% | 173 |
|
|
2018
Q3 | $358K | Sell |
8,004
-1,424
| -15% | -$60.6K | 0.07% | 173 |
|
|
2018
Q2 | $394K | Buy |
9,428
+1,580
| +20% | +$63.8K | 0.08% | 162 |
|
|
2018
Q1 | $321K | Buy |
7,848
+368
| +5% | +$14.2K | 0.07% | 199 |
|
|
2017
Q4 | $292K | Buy |
7,480
+1,184
| +19% | +$45.7K | 0.08% | 160 |
|
|
2017
Q3 | $231K | Buy |
+6,296
| New | +$231K | 0.06% | 167 |
|
|
2016
Q3 | $215K | Sell |
7,236
-120
| -2% | -$3.78K | 0.07% | 138 |
|
|
2016
Q2 | $210K | Buy |
+7,356
| New | +$221K | 0.03% | 363 |
|
|
2015
Q4 | $164K | Buy |
+7,916
| New | +$200K | 0.03% | 307 |
|
|
2015
Q2 | $20K | Hold |
800
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $21K | Buy |
+800
| New | +$21.1K | 0.01% | 314 |
|
Other funds holding NEE
COPPSERS
DC
WealthPLAN Partners's NEE Position: Q2 2026 in Review
WealthPLAN Partners reduced its NextEra Energy (NEE) stake by 4.1% in Q2 2026, selling an estimated $32.8K and leaving 8,498 shares worth $746K. The position accounts for 0.14% of the portfolio, ranked #128.
WealthPLAN Partners first reported a position in NEE in Q1 2015 and has held it in 39 quarters since. The position peaked at $5.6M in Q1 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- WealthPLAN Partners held 8,498 shares of NextEra Energy worth $746K as of Q2 2026.
- WealthPLAN Partners sold 363 NextEra Energy shares in Q2 2026, an estimated $32.8K.
- NextEra Energy made up 0.14% of WealthPLAN Partners's portfolio in Q2 2026, its #128 holding.
- WealthPLAN Partners first reported a position in NextEra Energy in Q1 2015 and has held it in 39 quarters since.
- WealthPLAN Partners's NextEra Energy position peaked at $5.6M in Q1 2024.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.