Wealthspan Partners’s NextEra Energy NEE Stock Holding History

Wealthspan 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	$558K	Sell	6,362 -335	-5%	-$30.3K	0.18%	78
2026 Q1	$622K	Sell	6,697 -61	-0.9%	-$5.42K	0.22%	70
2025 Q4	$542K	Sell	6,758 -68	-1%	-$5.63K	0.2%	75
2025 Q3	$515K	Buy	6,826 +8	+0.1%	+$585	0.2%	77
2025 Q2	$473K	Sell	6,818 -12	-0.2%	-$834	0.2%	72
2025 Q1	$484K	Sell	6,830 -212	-3%	-$15K	0.22%	64
2024 Q4	$505K	Buy	7,042 +75	+1%	+$5.83K	0.24%	65
2024 Q3	$589K	Buy	6,967 +5	+0.1%	+$390	0.29%	59
2024 Q2	$493K	Sell	6,962 -569	-8%	-$40.4K	0.27%	60
2024 Q1	$481K	Buy	+7,531	New	+$441K	0.28%	62

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspan Partners's NEE Position: Q2 2026 in Review

Wealthspan Partners reduced its NextEra Energy (NEE) stake by 5% in Q2 2026, selling an estimated $30.3K and leaving 6,362 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #78.

Wealthspan Partners first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $622K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wealthspan Partners held 6,362 shares of NextEra Energy worth $558K as of Q2 2026.
Wealthspan Partners sold 335 NextEra Energy shares in Q2 2026, an estimated $30.3K.
NextEra Energy made up 0.18% of Wealthspan Partners's portfolio in Q2 2026, its #78 holding.
Wealthspan Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Wealthspan Partners's NextEra Energy position peaked at $622K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.