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Adamsbrown Wealth Consultants’s NextEra Energy NEE Stock Holding History

Adamsbrown Wealth Consultants’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 		$235K Buy
2,672
+63
+2% +$5.7K 0.04% 150
2026
Q1 		$242K Buy
+2,609
New +$232K 0.06% 118

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Adamsbrown Wealth Consultants's NEE Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its NextEra Energy (NEE) stake by 2.4% in Q2 2026, buying an estimated $5.7K and bringing the position to 2,672 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #150.

Adamsbrown Wealth Consultants first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Adamsbrown Wealth Consultants held 2,672 shares of NextEra Energy worth $235K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 63 NextEra Energy shares in Q2 2026, an estimated $5.7K.
  • NextEra Energy made up 0.04% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #150 holding.
  • Adamsbrown Wealth Consultants first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Adamsbrown Wealth Consultants's NextEra Energy position peaked at $242K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.