White Knight Strategic Wealth Advisors’s NextEra Energy NEE Stock Holding History

White Knight Strategic Wealth Advisors’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	$364K	Sell	3,921 -210	-5%	-$18.7K	0.31%	56
2025 Q4	$332K	Sell	4,131 -883	-18%	-$73.1K	0.24%	71
2025 Q3	$379K	Sell	5,014 -772	-13%	-$56.4K	0.3%	59
2025 Q2	$402K	Sell	5,786 -700	-11%	-$48.6K	0.34%	55
2025 Q1	$460K	Sell	6,486 -1,066	-14%	-$75.2K	0.42%	48
2024 Q4	$541K	Buy	+7,552	New	+$587K	0.23%	71

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

White Knight Strategic Wealth Advisors's NEE Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its NextEra Energy (NEE) stake by 5.1% in Q1 2026, selling an estimated $18.7K and leaving 3,921 shares worth $364K. The position accounts for 0.31% of the portfolio, ranked #56.

White Knight Strategic Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $541K in Q4 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

White Knight Strategic Wealth Advisors held 3,921 shares of NextEra Energy worth $364K as of Q1 2026.
White Knight Strategic Wealth Advisors sold 210 NextEra Energy shares in Q1 2026, an estimated $18.7K.
NextEra Energy made up 0.31% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #56 holding.
White Knight Strategic Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
White Knight Strategic Wealth Advisors's NextEra Energy position peaked at $541K in Q4 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.