Acorn Wealth Advisors’s NextEra Energy NEE Stock Holding History

Acorn 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	$911K	Sell	10,376 -43	-0.4%	-$3.89K	0.22%	99
2026 Q1	$968K	Sell	10,419 -16	-0.2%	-$1.42K	0.28%	78
2025 Q4	$838K	Sell	10,435 -668	-6%	-$55.3K	0.25%	89
2025 Q3	$838K	Buy	11,103 +7,929	+250%	+$579K	0.26%	89
2025 Q2	$220K	Buy	+3,174	New	+$220K	0.08%	228
2018 Q3	–	Sell	-1,336	Closed	-$56K	–	320
2018 Q2	$56K	Buy	1,336 +8	+0.6%	+$323	0.05%	253
2018 Q1	$54K	Buy	1,328 +12	+0.9%	+$463	0.05%	254
2017 Q4	$50K	Buy	+1,316	New	+$50.8K	0.05%	259

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

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

Acorn Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.41% in Q2 2026, selling an estimated $3.89K and leaving 10,376 shares worth $911K. The position accounts for 0.22% of the portfolio, ranked #99.

Acorn Wealth Advisors first reported a position in NEE in Q4 2017 and has held it in 8 quarters since. The position peaked at $968K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Acorn Wealth Advisors held 10,376 shares of NextEra Energy worth $911K as of Q2 2026.
Acorn Wealth Advisors sold 43 NextEra Energy shares in Q2 2026, an estimated $3.89K.
NextEra Energy made up 0.22% of Acorn Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Acorn Wealth Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 8 quarters since.
Acorn Wealth Advisors's NextEra Energy position peaked at $968K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.