XXI Wealth LLC’s NextEra Energy NEE Stock Holding History

XXI Wealth LLC’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	$969K	Sell	10,438 -510	-5%	-$45.3K	0.55%	44
2025 Q4	$879K	Buy	+10,948	New	+$907K	0.53%	44

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

XXI Wealth LLC's NEE Position: Q1 2026 in Review

XXI Wealth LLC reduced its NextEra Energy (NEE) stake by 4.7% in Q1 2026, selling an estimated $45.3K and leaving 10,438 shares worth $969K. The position accounts for 0.55% of the portfolio, ranked #44.

XXI Wealth LLC first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

XXI Wealth LLC held 10,438 shares of NextEra Energy worth $969K as of Q1 2026.
XXI Wealth LLC sold 510 NextEra Energy shares in Q1 2026, an estimated $45.3K.
NextEra Energy made up 0.55% of XXI Wealth LLC's portfolio in Q1 2026, its #44 holding.
XXI Wealth LLC first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on XXI Wealth LLC's 13F filing for Q1 2026, filed 7 May 2026.