WFA of San Diego’s NextEra Energy NEE Stock Holding History

WFA of San Diego’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	$124K	Sell	1,335 -15	-1%	-$1.33K	0.1%	117
2025 Q4	$108K	Hold	1,350	–	–	0.08%	133
2025 Q3	$102K	Sell	1,350 -30	-2%	-$2.19K	0.07%	140
2025 Q2	$95.8K	Buy	+1,380	New	+$95.9K	0.07%	141
2024 Q3	$117K	Sell	1,380 -20	-1%	-$1.56K	0.1%	118
2024 Q2	$99.1K	Buy	+1,400	New	+$99.3K	0.09%	123
2023 Q3	$91.7K	Sell	1,600 -100	-6%	-$6.92K	0.09%	119
2023 Q2	$126K	Buy	+1,700	New	+$129K	0.12%	99
2023 Q1	–	Sell	-1,300	Closed	-$109K	–	288
2022 Q4	$109K	Buy	+1,300	New	+$105K	0.08%	133
2022 Q3	–	Sell	-2,100	Closed	-$163K	–	283
2022 Q2	$163K	Buy	+2,100	New	+$160K	0.14%	91
2022 Q1	–	Sell	-2,300	Closed	-$215K	–	137
2021 Q4	$215K	Hold	2,300	–	–	0.13%	111
2021 Q3	$181K	Buy	+2,300	New	+$185K	0.13%	105
2020 Q3	–	Sell	-9,276	Closed	-$593K	–	183
2020 Q2	$593K	Buy	+9,276	New	+$555K	0.14%	140

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

WFA of San Diego's NEE Position: Q1 2026 in Review

WFA of San Diego reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $1.33K and leaving 1,335 shares worth $124K. The position accounts for 0.1% of the portfolio, ranked #117.

WFA of San Diego first reported a position in NEE in Q2 2020 and has held it in 13 quarters since. The position peaked at $593K in Q2 2020. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

WFA of San Diego held 1,335 shares of NextEra Energy worth $124K as of Q1 2026.
WFA of San Diego sold 15 NextEra Energy shares in Q1 2026, an estimated $1.33K.
NextEra Energy made up 0.1% of WFA of San Diego's portfolio in Q1 2026, its #117 holding.
WFA of San Diego first reported a position in NextEra Energy in Q2 2020 and has held it in 13 quarters since.
WFA of San Diego's NextEra Energy position peaked at $593K in Q2 2020.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.