Acumen Wealth Advisors’s NextEra Energy NEE Stock Holding History

Acumen 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	$2.19M	Buy	24,912 +13,259	+114%	+$1.2M	0.46%	52
2026 Q1	$1.08M	Buy	11,653 +7,572	+186%	+$673K	0.29%	58
2025 Q4	$328K	Buy	+4,081	New	+$338K	0.09%	56

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Acumen Wealth Advisors increased its NextEra Energy (NEE) stake by 114% in Q2 2026, buying an estimated $1.2M and bringing the position to 24,912 shares worth $2.19M. The position accounts for 0.46% of the portfolio, ranked #52.

Acumen Wealth Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Acumen Wealth Advisors held 24,912 shares of NextEra Energy worth $2.19M as of Q2 2026.
Acumen Wealth Advisors bought 13,259 NextEra Energy shares in Q2 2026, an estimated $1.2M.
NextEra Energy made up 0.46% of Acumen Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Acumen Wealth Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.