4Wealth Advisors’s NextEra Energy NEE Stock Holding History

4Wealth 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	$412K	Sell	4,644 -5	-0.1%	-$452	0.32%	94
2026 Q1	$428K	Buy	4,649 +54	+1%	+$4.8K	0.37%	90
2025 Q4	$369K	Sell	4,595 -102	-2%	-$8.45K	0.31%	101
2025 Q3	$355K	Buy	4,697 +299	+7%	+$21.8K	0.32%	99
2025 Q2	$305K	Sell	4,398 -38	-0.9%	-$2.64K	0.31%	104
2025 Q1	$314K	Buy	4,436 +144	+3%	+$10.2K	0.34%	100
2024 Q4	$308K	Buy	+4,292	New	+$333K	0.31%	113

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

4Wealth Advisors's NEE Position: Q2 2026 in Review

4Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.11% in Q2 2026, selling an estimated $452 and leaving 4,644 shares worth $412K. The position accounts for 0.32% of the portfolio, ranked #94.

4Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

4Wealth Advisors held 4,644 shares of NextEra Energy worth $412K as of Q2 2026.
4Wealth Advisors sold 5 NextEra Energy shares in Q2 2026, an estimated $452.
NextEra Energy made up 0.32% of 4Wealth Advisors's portfolio in Q2 2026, its #94 holding.
4Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's NextEra Energy position peaked at $428K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.