180 Wealth Advisors’s NextEra Energy NEE Stock Holding History

180 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 Q2	$267K	Buy	3,046 +252	+9%	+$22.8K	0.03%	410
2026 Q1	$260K	Buy	2,794 +56	+2%	+$4.98K	0.03%	387
2025 Q4	$220K	Buy	2,738 +48	+2%	+$3.98K	0.03%	427
2025 Q3	$203K	Buy	+2,690	New	+$197K	0.02%	431
2024 Q4	–	Sell	-2,416	Closed	-$204K	–	455
2024 Q3	$204K	Buy	+2,416	New	+$189K	0.03%	410
2024 Q1	–	Sell	-4,182	Closed	-$258K	–	417
2023 Q4	$258K	Buy	4,182 +67	+2%	+$3.82K	0.05%	308
2023 Q3	$236K	Buy	4,115 +39	+1%	+$2.7K	0.05%	300
2023 Q2	$303K	Buy	4,076 +18	+0.4%	+$1.36K	0.07%	258
2023 Q1	$313K	Buy	4,058 +77	+2%	+$5.92K	0.07%	252
2022 Q4	$304K	Sell	3,981 -42	-1%	-$3.39K	0.07%	262
2022 Q3	$315K	Sell	4,023 -12	-0.3%	-$1.02K	0.09%	234
2022 Q2	$325K	Sell	4,035 -48	-1%	-$3.65K	0.08%	236
2022 Q1	$334K	Sell	4,083 -127	-3%	-$10.2K	0.07%	257
2021 Q4	$348K	Sell	4,210 -115	-3%	-$9.94K	0.08%	243
2021 Q3	$353K	Buy	4,325 +62	+1%	+$5K	0.08%	251
2021 Q2	$343K	Sell	4,263 -37	-0.9%	-$2.78K	0.08%	243
2021 Q1	$320K	Buy	4,300 +167	+4%	+$13K	0.08%	237
2020 Q4	$342K	Sell	4,133 -419	-9%	-$31.3K	0.1%	200
2020 Q3	$343K	Sell	4,552 -92	-2%	-$6.35K	0.13%	164
2020 Q2	$320K	Sell	4,644 -1,084	-19%	-$64.9K	0.13%	167
2020 Q1	$324K	Sell	5,728 -860	-13%	-$54.1K	0.17%	146
2019 Q4	$414K	Sell	6,588 -11,252	-63%	-$657K	0.17%	150
2019 Q3	$1.02M	Buy	17,840 +2,676	+18%	+$145K	0.45%	60
2019 Q2	$797K	Sell	15,164 -2,312	-13%	-$114K	0.36%	77
2019 Q1	$829K	Sell	17,476 -2,504	-13%	-$114K	0.38%	72
2018 Q4	$837K	Hold	19,980	–	–	0.39%	76
2018 Q3	$837K	Sell	19,980 -4,056	-17%	-$173K	0.39%	76
2018 Q2	$1M	Buy	24,036 +17,800	+285%	+$719K	0.5%	60
2018 Q1	$255K	Sell	6,236 -392	-6%	-$15.1K	0.13%	193
2017 Q4	$259K	Buy	+6,628	New	+$256K	0.13%	187

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

180 Wealth Advisors's NEE Position: Q2 2026 in Review

180 Wealth Advisors increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,046 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #410.

180 Wealth Advisors first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.02M in Q3 2019. 1,233 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

180 Wealth Advisors held 3,046 shares of NextEra Energy worth $267K as of Q2 2026.
180 Wealth Advisors bought 252 NextEra Energy shares in Q2 2026, an estimated $22.8K.
NextEra Energy made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #410 holding.
180 Wealth Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
180 Wealth Advisors's NextEra Energy position peaked at $1.02M in Q3 2019.
1,233 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.