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Asset Planning Inc’s NextEra Energy NEE Stock Holding History

Asset Planning Inc’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 		$570K Buy
6,499
+32
+0.5% +$2.9K 0.37% 43
2026
Q1 		$601K Buy
6,467
+30
+0.5% +$2.67K 0.43% 41
2025
Q4 		$517K Sell
6,437
-174
-3% -$14.4K 0.36% 43
2025
Q3 		$499K Buy
6,611
+36
+0.5% +$2.63K 0.36% 46
2025
Q2 		$456K Sell
6,575
-1,166
-15% -$81K 0.34% 48
2025
Q1 		$549K Sell
7,741
-65
-0.8% -$4.59K 0.43% 42
2024
Q4 		$560K Buy
+7,806
New +$606K 0.43% 43

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

Asset Planning Inc's NEE Position: Q2 2026 in Review

Asset Planning Inc increased its NextEra Energy (NEE) stake by 0.49% in Q2 2026, buying an estimated $2.9K and bringing the position to 6,499 shares worth $570K. The position accounts for 0.37% of the portfolio, ranked #43.

Asset Planning Inc first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Asset Planning Inc held 6,499 shares of NextEra Energy worth $570K as of Q2 2026.
  • Asset Planning Inc bought 32 NextEra Energy shares in Q2 2026, an estimated $2.9K.
  • NextEra Energy made up 0.37% of Asset Planning Inc's portfolio in Q2 2026, its #43 holding.
  • Asset Planning Inc first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's NextEra Energy position peaked at $601K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.