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WealthShield Partners’s NextEra Energy NEE Stock Holding History

WealthShield 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
Q1 		$2.37M Buy
25,551
+91
+0.4% +$8.09K 0.26% 111
2025
Q4 		$2.04M Sell
25,460
-6,814
-21% -$564K 0.23% 115
2025
Q3 		$2.44M Buy
32,274
+26
+0.1% +$1.9K 0.28% 97
2025
Q2 		$2.24M Buy
32,248
+1,568
+5% +$109K 0.27% 101
2025
Q1 		$2.17M Buy
30,680
+2,544
+9% +$180K 0.28% 101
2024
Q4 		$2.02M Buy
28,136
+173
+0.6% +$13.4K 0.29% 100
2024
Q3 		$2.36M Buy
27,963
+9,933
+55% +$775K 0.32% 92
2024
Q2 		$1.28M Buy
18,030
+14,611
+427% +$1.04M 0.19% 122
2024
Q1 		$219K Sell
3,419
-320
-9% -$18.7K 0.04% 263
2023
Q4 		$227K Sell
3,739
-387
-9% -$22.1K 0.04% 267
2023
Q3 		$236K Buy
4,126
+193
+5% +$13.4K 0.04% 272
2023
Q2 		$292K Sell
3,933
-9
-0.2% -$681 0.04% 255
2023
Q1 		$304K Sell
3,942
-242
-6% -$18.6K 0.05% 254
2022
Q4 		$350K Sell
4,184
-378
-8% -$30.5K 0.07% 230
2022
Q3 		$358K Sell
4,562
-7
-0.2% -$594 0.07% 231
2022
Q2 		$354K Buy
4,569
+1,377
+43% +$105K 0.07% 233
2022
Q1 		$270K Sell
3,192
-1,906
-37% -$153K 0.04% 292
2021
Q4 		$476K Buy
5,098
+1,195
+31% +$103K 0.08% 198
2021
Q3 		$307K Buy
3,903
+168
+4% +$13.5K 0.08% 189
2021
Q2 		$274K Buy
3,735
+185
+5% +$13.9K 0.04% 216
2021
Q1 		$268K Sell
3,550
-1,836
-34% -$143K 0.05% 221
2020
Q4 		$416K Buy
5,386
+182
+3% +$13.6K 0.08% 198
2020
Q3 		$361K Buy
5,204
+36
+0.7% +$2.48K 0.13% 170
2020
Q2 		$310K Buy
5,168
+1,760
+52% +$105K 0.14% 153
2020
Q1 		$205K Hold
3,408
– – 0.13% 151
2019
Q4 		$206K Buy
+3,408
New +$199K 0.1% 176

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

WealthShield Partners's NEE Position: Q1 2026 in Review

WealthShield Partners increased its NextEra Energy (NEE) stake by 0.36% in Q1 2026, buying an estimated $8.09K and bringing the position to 25,551 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #111.

WealthShield Partners first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.44M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • WealthShield Partners held 25,551 shares of NextEra Energy worth $2.37M as of Q1 2026.
  • WealthShield Partners bought 91 NextEra Energy shares in Q1 2026, an estimated $8.09K.
  • NextEra Energy made up 0.26% of WealthShield Partners's portfolio in Q1 2026, its #111 holding.
  • WealthShield Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • WealthShield Partners's NextEra Energy position peaked at $2.44M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.