AssuredPartners Investment Advisors’s NextEra Energy NEE Stock Holding History

AssuredPartners Investment Advisors’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	$2.12M	Sell	24,131 -1,957	-8%	-$177K	0.2%	124
2026 Q1	$2.42M	Sell	26,088 -3,412	-12%	-$303K	0.26%	98
2025 Q4	$2.37M	Buy	29,500 +13,153	+80%	+$1.09M	0.35%	70
2025 Q3	$1.23M	Buy	16,347 +2,517	+18%	+$184K	0.27%	70
2025 Q2	$960K	Sell	13,830 -14,591	-51%	-$1.01M	0.23%	75
2025 Q1	$2.01M	Sell	28,421 -2,436	-8%	-$172K	0.39%	73
2024 Q4	$2.21M	Buy	+30,857	New	+$2.4M	0.43%	65

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's NEE Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its NextEra Energy (NEE) stake by 7.5% in Q2 2026, selling an estimated $177K and leaving 24,131 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #124.

AssuredPartners Investment Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AssuredPartners Investment Advisors held 24,131 shares of NextEra Energy worth $2.12M as of Q2 2026.
AssuredPartners Investment Advisors sold 1,957 NextEra Energy shares in Q2 2026, an estimated $177K.
NextEra Energy made up 0.2% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #124 holding.
AssuredPartners Investment Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's NextEra Energy position peaked at $2.42M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.