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Western Wealth Management’s NextEra Energy NEE Stock Holding History

Western 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
Q1 		$3.53M Buy
37,980
+11,732
+45% +$1.04M 0.13% 155
2025
Q4 		$2.11M Buy
26,248
+4,175
+19% +$346K 0.1% 211
2025
Q3 		$1.67M Sell
22,073
-8,992
-29% -$657K 0.09% 215
2025
Q2 		$2.16M Sell
31,065
-641
-2% -$44.5K 0.13% 156
2025
Q1 		$2.25M Sell
31,706
-1,609
-5% -$114K 0.15% 135
2024
Q4 		$2.39M Sell
33,315
-10,600
-24% -$823K 0.16% 130
2024
Q3 		$3.71M Buy
43,915
+12,932
+42% +$1.01M 0.21% 97
2024
Q2 		$2.19M Sell
30,983
-183
-0.6% -$13K 0.16% 124
2024
Q1 		$1.99M Sell
31,166
-10,464
-25% -$613K 0.15% 128
2023
Q4 		$2.53M Buy
41,630
+6,980
+20% +$398K 0.18% 120
2023
Q3 		$1.99M Buy
34,650
+3,731
+12% +$258K 0.17% 129
2023
Q2 		$2.29M Buy
30,919
+551
+2% +$41.7K 0.2% 111
2023
Q1 		$2.34M Buy
30,368
+1,769
+6% +$136K 0.22% 108
2022
Q4 		$2.39M Sell
28,599
-21,311
-43% -$1.72M 0.24% 107
2022
Q3 		$3.92M Buy
49,910
+6,030
+14% +$512K 0.22% 101
2022
Q2 		$3.41M Buy
43,880
+666
+2% +$50.7K 0.2% 116
2022
Q1 		$3.66M Buy
43,214
+24,562
+132% +$1.97M 0.18% 126
2021
Q4 		$1.75M Buy
+18,652
New +$1.61M 0.17% 131
2021
Q2 		$1.99M Buy
27,246
+9,586
+54% +$719K 0.2% 113
2021
Q1 		$1.33M Buy
17,660
+4,669
+36% +$364K 0.18% 130
2020
Q4 		$1M Sell
12,991
-2,157
-14% -$161K 0.15% 156
2020
Q3 		$1.05M Buy
15,148
+760
+5% +$52.5K 0.17% 134
2020
Q2 		$869K Sell
14,388
-1,764
-11% -$106K 0.16% 144
2020
Q1 		$971K Buy
16,152
+1,392
+9% +$87.5K 0.22% 107
2019
Q4 		$894K Buy
14,760
+156
+1% +$9.11K 0.14% 147
2019
Q3 		$850K Buy
14,604
+4,092
+39% +$221K 0.18% 134
2019
Q2 		$536K Sell
10,512
-1,092
-9% -$53.7K 0.07% 210
2019
Q1 		$560K Buy
11,604
+248
+2% +$11.3K 0.12% 189
2018
Q4 		$492K Buy
+11,356
New +$497K 0.13% 175

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

Western Wealth Management's NEE Position: Q1 2026 in Review

Western Wealth Management increased its NextEra Energy (NEE) stake by 45% in Q1 2026, buying an estimated $1.04M and bringing the position to 37,980 shares worth $3.53M. The position accounts for 0.13% of the portfolio, ranked #155.

Western Wealth Management first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.92M in Q3 2022. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Western Wealth Management held 37,980 shares of NextEra Energy worth $3.53M as of Q1 2026.
  • Western Wealth Management bought 11,732 NextEra Energy shares in Q1 2026, an estimated $1.04M.
  • NextEra Energy made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Western Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's NextEra Energy position peaked at $3.92M in Q3 2022.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.