Austin Wealth Management’s NextEra Energy NEE Stock Holding History

Austin Wealth Management’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	$287K	Sell	3,229 -11	-0.3%	-$995	0.06%	103
2026 Q1	$300K	Sell	3,240 -260	-7%	-$23.1K	0.07%	100
2025 Q4	$278K	Buy	3,500 +77	+2%	+$6.38K	0.04%	135
2025 Q3	$284K	Sell	3,423 -560	-14%	-$40.9K	0.04%	126
2025 Q2	$283K	Buy	3,983 +44	+1%	+$3.06K	0.05%	112
2025 Q1	$261K	Buy	3,939 +192	+5%	+$13.6K	0.05%	108
2024 Q4	$265K	Buy	3,747 +123	+3%	+$9.55K	0.06%	102
2024 Q3	$308K	Sell	3,624 -50	-1%	-$3.9K	0.07%	97
2024 Q2	$274K	Buy	3,674 +16	+0.4%	+$1.14K	0.06%	95
2024 Q1	$279K	Buy	3,658 +30	+0.8%	+$1.76K	0.07%	93
2023 Q4	$207K	Buy	3,628 +20	+0.6%	+$1.14K	0.06%	110
2023 Q3	$208K	Buy	+3,608	New	+$250K	0.06%	93

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

Austin Wealth Management's NEE Position: Q2 2026 in Review

Austin Wealth Management reduced its NextEra Energy (NEE) stake by 0.34% in Q2 2026, selling an estimated $995 and leaving 3,229 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #103.

Austin Wealth Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $308K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Austin Wealth Management held 3,229 shares of NextEra Energy worth $287K as of Q2 2026.
Austin Wealth Management sold 11 NextEra Energy shares in Q2 2026, an estimated $995.
NextEra Energy made up 0.06% of Austin Wealth Management's portfolio in Q2 2026, its #103 holding.
Austin Wealth Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's NextEra Energy position peaked at $308K in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.