AWM
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Abound Wealth Management’s NextEra Energy NEE Stock Holding History

Abound Wealth Management’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 		$17.2K Sell
196
-370
-65% -$33.5K ﹤0.01% 397
2026
Q1 		$52.6K Buy
566
+212
+60% +$18.8K 0.01% 236
2025
Q4 		$28.4K Sell
354
-102
-22% -$8.45K 0.01% 306
2025
Q3 		$34.4K Buy
456
+237
+108% +$17.3K 0.01% 266
2025
Q2 		$15.2K Sell
219
-149
-40% -$10.3K ﹤0.01% 378
2025
Q1 		$26.1K Sell
368
-290
-44% -$20.5K 0.01% 260
2024
Q4 		$47.2K Buy
658
+32
+5% +$2.49K 0.02% 183
2024
Q3 		$53K Buy
626
+36
+6% +$2.81K 0.02% 171
2024
Q2 		$41.8K Sell
590
-6
-1% -$426 0.02% 170
2024
Q1 		$38.1K Sell
596
-6
-1% -$351 0.01% 173
2023
Q4 		$36.6K Buy
602
+103
+21% +$5.87K 0.01% 177
2023
Q3 		$28.6K Sell
499
-112
-18% -$7.75K 0.01% 187
2023
Q2 		$45.3K Buy
611
+107
+21% +$8.1K 0.02% 144
2023
Q1 		$38.9K Buy
504
+83
+20% +$6.38K 0.02% 148
2022
Q4 		$35.2K Buy
421
+23
+6% +$1.86K 0.02% 145
2022
Q3 		$31.2K Buy
+398
New +$33.8K 0.02% 156

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abound Wealth Management's NEE Position: Q2 2026 in Review

Abound Wealth Management reduced its NextEra Energy (NEE) stake by 65% in Q2 2026, selling an estimated $33.5K and leaving 196 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Abound Wealth Management first reported a position in NEE in Q3 2022 and has held it in 16 quarters since. The position peaked at $53K in Q3 2024. 1,145 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Abound Wealth Management held 196 shares of NextEra Energy worth $17.2K as of Q2 2026.
  • Abound Wealth Management sold 370 NextEra Energy shares in Q2 2026, an estimated $33.5K.
  • NextEra Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Abound Wealth Management first reported a position in NextEra Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's NextEra Energy position peaked at $53K in Q3 2024.
  • 1,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.