Aspen Wealth Strategies’s NextEra Energy NEE Stock Holding History

Aspen Wealth Strategies’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	$543K	Buy	6,186 +104	+2%	+$9.41K	0.26%	53
2026 Q1	$565K	Buy	6,082 +354	+6%	+$31.5K	0.3%	54
2025 Q4	$460K	Buy	5,728 +15	+0.3%	+$1.24K	0.25%	55
2025 Q3	$431K	Sell	5,713 -1,112	-16%	-$81.2K	0.24%	57
2025 Q2	$474K	Sell	6,825 -679	-9%	-$47.2K	0.29%	51
2025 Q1	$532K	Buy	7,504 +134	+2%	+$9.46K	0.35%	47
2024 Q4	$528K	Buy	7,370 +1,511	+26%	+$117K	0.34%	46
2024 Q3	$495K	Buy	+5,859	New	+$457K	0.32%	45

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

Aspen Wealth Strategies's NEE Position: Q2 2026 in Review

Aspen Wealth Strategies increased its NextEra Energy (NEE) stake by 1.7% in Q2 2026, buying an estimated $9.41K and bringing the position to 6,186 shares worth $543K. The position accounts for 0.26% of the portfolio, ranked #53.

Aspen Wealth Strategies first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $565K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aspen Wealth Strategies held 6,186 shares of NextEra Energy worth $543K as of Q2 2026.
Aspen Wealth Strategies bought 104 NextEra Energy shares in Q2 2026, an estimated $9.41K.
NextEra Energy made up 0.26% of Aspen Wealth Strategies's portfolio in Q2 2026, its #53 holding.
Aspen Wealth Strategies first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Aspen Wealth Strategies's NextEra Energy position peaked at $565K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.