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

Accurate 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 		$859K Buy
9,786
+342
+4% +$30.9K 0.08% 241
2026
Q1 		$889K Buy
9,444
+2,175
+30% +$193K 0.11% 210
2025
Q4 		$580K Sell
7,269
-454
-6% -$37.6K 0.07% 274
2025
Q3 		$653K Sell
7,723
-2,066
-21% -$151K 0.09% 244
2025
Q2 		$730K Buy
9,789
+371
+4% +$25.8K 0.11% 198
2025
Q1 		$621K Buy
9,418
+316
+3% +$22.3K 0.12% 180
2024
Q4 		$617K Buy
9,102
+232
+3% +$18K 0.12% 178
2024
Q3 		$734K Buy
8,870
+69
+0.8% +$5.38K 0.15% 148
2024
Q2 		$630K Sell
8,801
-683
-7% -$48.5K 0.15% 140
2024
Q1 		$610K Sell
9,484
-99
-1% -$5.8K 0.18% 127
2023
Q4 		$582K Buy
9,583
+668
+7% +$38.1K 0.18% 119
2023
Q3 		$483K Sell
8,915
-99
-1% -$6.85K 0.15% 140
2023
Q2 		$660K Buy
9,014
+1,160
+15% +$87.8K 0.21% 107
2023
Q1 		$616K Sell
7,854
-260
-3% -$20K 0.21% 111
2022
Q4 		$686K Buy
8,114
+5,328
+191% +$430K 0.25% 76
2022
Q3 		$210K Sell
2,786
-5,126
-65% -$435K 0.09% 175
2022
Q2 		$615K Sell
7,912
-306
-4% -$23.3K 0.33% 66
2022
Q1 		$696K Buy
8,218
+441
+6% +$35.3K 0.31% 70
2021
Q4 		$718K Buy
7,777
+180
+2% +$15.6K 0.59% 46
2021
Q3 		$599K Sell
7,597
-25
-0.3% -$2.02K 0.52% 52
2021
Q2 		$559K Buy
+7,622
New +$572K 0.49% 49

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

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

Accurate Wealth Management increased its NextEra Energy (NEE) stake by 3.6% in Q2 2026, buying an estimated $30.9K and bringing the position to 9,786 shares worth $859K. The position accounts for 0.08% of the portfolio, ranked #241.

Accurate Wealth Management first reported a position in NEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $889K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Accurate Wealth Management held 9,786 shares of NextEra Energy worth $859K as of Q2 2026.
  • Accurate Wealth Management bought 342 NextEra Energy shares in Q2 2026, an estimated $30.9K.
  • NextEra Energy made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Accurate Wealth Management first reported a position in NextEra Energy in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's NextEra Energy position peaked at $889K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.