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WPG Advisers’s NextEra Energy NEE Stock Holding History

WPG Advisers’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 		$64K Sell
689
-278
-29% -$24.7K 0.05% 229
2025
Q4 		$77.6K Buy
967
+345
+55% +$28.6K 0.06% 212
2025
Q3 		$47K Sell
622
-29
-4% -$2.12K 0.04% 304
2025
Q2 		$45.2K Buy
651
+33
+5% +$2.29K 0.04% 296
2025
Q1 		$43.8K Buy
618
+45
+8% +$3.18K 0.04% 295
2024
Q4 		$41.1K Buy
+573
New +$44.5K 0.04% 324

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

WPG Advisers's NEE Position: Q1 2026 in Review

WPG Advisers reduced its NextEra Energy (NEE) stake by 29% in Q1 2026, selling an estimated $24.7K and leaving 689 shares worth $64K. The position accounts for 0.05% of the portfolio, ranked #229.

WPG Advisers first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.6K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • WPG Advisers held 689 shares of NextEra Energy worth $64K as of Q1 2026.
  • WPG Advisers sold 278 NextEra Energy shares in Q1 2026, an estimated $24.7K.
  • NextEra Energy made up 0.05% of WPG Advisers's portfolio in Q1 2026, its #229 holding.
  • WPG Advisers first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's NextEra Energy position peaked at $77.6K in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.