Widmann Financial Services’s NextEra Energy NEE Stock Holding History

Widmann Financial Services’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	$234K	Hold	2,518	–	–	0.14%	110
2025 Q4	$202K	Sell	2,518 -301	-11%	-$24.9K	0.12%	113
2025 Q3	$213K	Buy	+2,819	New	+$206K	0.13%	108
2024 Q4	–	Sell	-2,400	Closed	-$203K	–	105
2024 Q3	$203K	Hold	2,400	–	–	0.15%	99
2024 Q2	$170K	Buy	+2,400	New	+$170K	0.14%	103
2023 Q1	–	Sell	-2,400	Closed	-$201K	–	83
2022 Q4	$201K	Buy	+2,400	New	+$194K	0.21%	78
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	88
2022 Q1	$203K	Hold	2,400	–	–	0.18%	83
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.18%	82

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

Widmann Financial Services's NEE Position: Q1 2026 in Review

Widmann Financial Services held its NextEra Energy (NEE) position steady in Q1 2026 at 2,518 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #110.

Widmann Financial Services first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Widmann Financial Services held 2,518 shares of NextEra Energy worth $234K as of Q1 2026.
Widmann Financial Services left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.14% of Widmann Financial Services's portfolio in Q1 2026, its #110 holding.
Widmann Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.