Wiser Advisor Group’s NextEra Energy NEE Stock Holding History

Wiser Advisor Group’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	$67.2K	Sell	723 -149	-17%	-$13.2K	0.08%	77
2025 Q4	$70K	Hold	872	–	–	0.08%	79
2025 Q3	$65.8K	Buy	+872	New	+$63.7K	0.08%	76
2025 Q2	–	Sell	-872	Closed	-$61.8K	–	178
2025 Q1	$61.8K	Hold	872	–	–	0.09%	80
2024 Q4	$62.5K	Hold	872	–	–	0.09%	86
2024 Q3	$73.7K	Hold	872	–	–	0.11%	78
2024 Q2	$61.7K	Hold	872	–	–	0.1%	80
2024 Q1	$55.7K	Hold	872	–	–	0.09%	89
2023 Q4	$53K	Buy	+872	New	+$49.7K	0.09%	89

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

Wiser Advisor Group's NEE Position: Q1 2026 in Review

Wiser Advisor Group reduced its NextEra Energy (NEE) stake by 17% in Q1 2026, selling an estimated $13.2K and leaving 723 shares worth $67.2K. The position accounts for 0.08% of the portfolio, ranked #77.

Wiser Advisor Group first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. The position peaked at $73.7K in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wiser Advisor Group held 723 shares of NextEra Energy worth $67.2K as of Q1 2026.
Wiser Advisor Group sold 149 NextEra Energy shares in Q1 2026, an estimated $13.2K.
NextEra Energy made up 0.08% of Wiser Advisor Group's portfolio in Q1 2026, its #77 holding.
Wiser Advisor Group first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's NextEra Energy position peaked at $73.7K in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.