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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
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
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

Wealthspan Partners's NEE Position: Q1 2026 in Review

Wealthspan Partners reduced its NextEra Energy (NEE) stake by 0.9% in Q1 2026, selling an estimated $5.42K and leaving 6,697 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #70.

Wealthspan Partners first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Wealthspan Partners held 6,697 shares of NextEra Energy worth $622K as of Q1 2026.
  • Wealthspan Partners sold 61 NextEra Energy shares in Q1 2026, an estimated $5.42K.
  • NextEra Energy made up 0.22% of Wealthspan Partners's portfolio in Q1 2026, its #70 holding.
  • Wealthspan Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.