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Ashton Thomas Securities’s NextEra Energy NEE Stock Holding History

Ashton Thomas Securities’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 		$1.23M Sell
14,083
-570
-4% -$51.6K 0.18% 122
2026
Q1 		$1.36M Buy
14,653
+4,237
+41% +$377K 0.17% 137
2025
Q4 		$836K Sell
10,416
-88
-0.8% -$7.29K 0.16% 120
2025
Q3 		$793K Buy
10,504
+9
+0.1% +$658 0.11% 170
2025
Q2 		$729K Sell
10,495
-827
-7% -$57.4K 0.18% 136
2025
Q1 		$800K Buy
11,322
+2,533
+29% +$179K 0.22% 116
2024
Q4 		$634K Buy
8,789
+551
+7% +$42.8K 0.17% 131
2024
Q3 		$696K Buy
8,238
+3,111
+61% +$243K 0.14% 155
2024
Q2 		$312K Buy
+5,127
New +$364K 0.08% 186

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ashton Thomas Securities's NEE Position: Q2 2026 in Review

Ashton Thomas Securities reduced its NextEra Energy (NEE) stake by 3.9% in Q2 2026, selling an estimated $51.6K and leaving 14,083 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #122.

Ashton Thomas Securities first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ashton Thomas Securities held 14,083 shares of NextEra Energy worth $1.23M as of Q2 2026.
  • Ashton Thomas Securities sold 570 NextEra Energy shares in Q2 2026, an estimated $51.6K.
  • NextEra Energy made up 0.18% of Ashton Thomas Securities's portfolio in Q2 2026, its #122 holding.
  • Ashton Thomas Securities first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
  • Ashton Thomas Securities's NextEra Energy position peaked at $1.36M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.