Wealthspire Advisors (New York)’s NextEra Energy NEE Stock Holding History

Wealthspire Advisors (New York)’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	$2.44M	Sell	26,298 -10,301	-28%	-$916K	0.02%	256
2025 Q4	$2.94M	Buy	36,599 +9,210	+34%	+$763K	0.02%	232
2025 Q3	$2.07M	Sell	27,389 -3,919	-13%	-$286K	0.01%	275
2025 Q2	$2.17M	Sell	31,308 -3,075	-9%	-$214K	0.01%	269
2025 Q1	$2.44M	Sell	34,383 -5,977	-15%	-$422K	0.01%	246
2024 Q4	$2.89M	Sell	40,360 -4,293	-10%	-$334K	0.03%	196
2024 Q3	$3.77M	Sell	44,653 -157	-0.4%	-$12.3K	0.04%	165
2024 Q2	$3.17M	Sell	44,810 -1,719	-4%	-$122K	0.04%	144
2024 Q1	$2.97M	Sell	46,529 -6,001	-11%	-$352K	0.04%	151
2023 Q4	$3.19M	Buy	52,530 +4,959	+10%	+$283K	0.05%	144
2023 Q3	$2.73M	Buy	47,571 +17,542	+58%	+$1.21M	0.05%	138
2023 Q2	$2.23M	Buy	30,029 +1,159	+4%	+$87.7K	0.04%	143
2023 Q1	$2.23M	Sell	28,870 -6,835	-19%	-$526K	0.04%	139
2022 Q4	$2.98M	Buy	35,705 +4,686	+15%	+$379K	0.05%	123
2022 Q3	$2.43M	Sell	31,019 -1,522	-5%	-$129K	0.05%	127
2022 Q2	$2.52M	Buy	32,541 +10,841	+50%	+$825K	0.05%	126
2022 Q1	$1.84M	Sell	21,700 -6,747	-24%	-$541K	0.04%	132
2021 Q4	$2.66M	Sell	28,447 -14,254	-33%	-$1.23M	0.06%	117
2021 Q3	$3.35M	Buy	42,701 +19,895	+87%	+$1.6M	0.07%	117
2021 Q2	$1.67M	Sell	22,806 -27,796	-55%	-$2.09M	0.04%	122
2021 Q1	$3.83M	Buy	50,602 +6,145	+14%	+$480K	0.09%	108
2020 Q4	$3.43M	Buy	44,457 +28,297	+175%	+$2.12M	0.1%	93
2020 Q3	$1.12M	Buy	16,160 +1,064	+7%	+$73.5K	0.07%	121
2020 Q2	$906K	Sell	15,096 -44,524	-75%	-$2.66M	0.06%	111
2020 Q1	$3.59M	Buy	59,620 +52,360	+721%	+$3.29M	0.15%	80
2019 Q4	$440K	Buy	7,260 +2,348	+48%	+$137K	0.03%	112
2019 Q3	$286K	Buy	+4,912	New	+$266K	0.02%	123
2019 Q1	–	Sell	-1,316	Closed	-$57K	–	533
2018 Q4	$57K	Buy	+1,316	New	+$57.5K	0.01%	169

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

Wealthspire Advisors (New York)'s NEE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its NextEra Energy (NEE) stake by 28% in Q1 2026, selling an estimated $916K and leaving 26,298 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #256.

Wealthspire Advisors (New York) first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.83M in Q1 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wealthspire Advisors (New York) held 26,298 shares of NextEra Energy worth $2.44M as of Q1 2026.
Wealthspire Advisors (New York) sold 10,301 NextEra Energy shares in Q1 2026, an estimated $916K.
NextEra Energy made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #256 holding.
Wealthspire Advisors (New York) first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s NextEra Energy position peaked at $3.83M in Q1 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.