AAFMAA Wealth Management & Trust’s NextEra Energy NEE Stock Holding History

AAFMAA Wealth Management & Trust’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	$1.23M	Sell	14,012 -2,412	-15%	-$218K	0.43%	49
2026 Q1	$1.53M	Sell	16,424 -9,897	-38%	-$880K	0.59%	41
2025 Q4	$2.11M	Sell	26,321 -1,098	-4%	-$90.9K	0.83%	31
2025 Q3	$2.07M	Sell	27,419 -137	-0.5%	-$10K	0.82%	31
2025 Q2	$1.91M	Buy	27,556 +8,021	+41%	+$557K	0.79%	32
2025 Q1	$1.38M	Buy	+19,535	New	+$1.38M	0.63%	53

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

BCWM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AAFMAA Wealth Management & Trust's NEE Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its NextEra Energy (NEE) stake by 15% in Q2 2026, selling an estimated $218K and leaving 14,012 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #49.

AAFMAA Wealth Management & Trust first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.11M in Q4 2025. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AAFMAA Wealth Management & Trust held 14,012 shares of NextEra Energy worth $1.23M as of Q2 2026.
AAFMAA Wealth Management & Trust sold 2,412 NextEra Energy shares in Q2 2026, an estimated $218K.
NextEra Energy made up 0.43% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #49 holding.
AAFMAA Wealth Management & Trust first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
AAFMAA Wealth Management & Trust's NextEra Energy position peaked at $2.11M in Q4 2025.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.