Ankerstar Wealth’s NextEra Energy NEE Stock Holding History

Ankerstar Wealth’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	$378K	Buy	4,307 +591	+16%	+$53.5K	0.32%	39
2026 Q1	$345K	Buy	3,716 +1,198	+48%	+$107K	0.36%	40
2025 Q4	$202K	Buy	+2,518	New	+$209K	0.2%	60

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

Ankerstar Wealth's NEE Position: Q2 2026 in Review

Ankerstar Wealth increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $53.5K and bringing the position to 4,307 shares worth $378K. The position accounts for 0.32% of the portfolio, ranked #39.

Ankerstar Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ankerstar Wealth held 4,307 shares of NextEra Energy worth $378K as of Q2 2026.
Ankerstar Wealth bought 591 NextEra Energy shares in Q2 2026, an estimated $53.5K.
NextEra Energy made up 0.32% of Ankerstar Wealth's portfolio in Q2 2026, its #39 holding.
Ankerstar Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.