Werba Rubin Papier Wealth Management
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Werba Rubin Papier Wealth Management’s NextEra Energy NEE Stock Holding History

Werba Rubin Papier Wealth Management’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 		– Sell
-2,244
Closed -$208K – 323
2026
Q1 		$208K Buy
+2,244
New +$200K 0.03% 266

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Werba Rubin Papier Wealth Management's NEE Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,244 shares — an estimated $208K sold.

Werba Rubin Papier Wealth Management first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Werba Rubin Papier Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 2,244 NextEra Energy shares in Q2 2026, an estimated $208K.
  • Werba Rubin Papier Wealth Management first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's NextEra Energy position peaked at $208K in Q1 2026.
  • 3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.