Balboa Wealth Partners’s NextEra Energy NEE Stock Holding History

Balboa Wealth Partners’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	–	Sell	-3,201	Closed	-$297K	–	494
2026 Q1	$297K	Buy	+3,201	New	+$285K	0.05%	310
2024 Q4	–	Sell	-8,747	Closed	-$739K	–	371
2024 Q3	$739K	Sell	8,747 -607	-6%	-$47.4K	0.18%	103
2024 Q2	$662K	Buy	9,354 +1,194	+15%	+$84.7K	0.17%	104
2024 Q1	$521K	Sell	8,160 -1,520	-16%	-$89K	0.15%	118
2023 Q4	$588K	Buy	9,680 +354	+4%	+$20.2K	0.2%	98
2023 Q3	$534K	Buy	9,326 +5,849	+168%	+$405K	0.2%	92
2023 Q2	$258K	Buy	3,477 +211	+6%	+$16K	0.09%	184
2023 Q1	$252K	Buy	3,266 +474	+17%	+$36.5K	0.1%	187
2022 Q4	$233K	Sell	2,792 -332	-11%	-$26.8K	0.11%	193
2022 Q3	$245K	Buy	+3,124	New	+$265K	0.11%	169

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

Balboa Wealth Partners's NEE Position: Q2 2026 in Review

Balboa Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,201 shares — an estimated $297K sold.

Balboa Wealth Partners first reported a position in NEE in Q3 2022 and held it in 10 quarters. The position peaked at $739K in Q3 2024. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Balboa Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 3,201 NextEra Energy shares in Q2 2026, an estimated $297K.
Balboa Wealth Partners first reported a position in NextEra Energy in Q3 2022 and held it in 10 quarters.
Balboa Wealth Partners's NextEra Energy position peaked at $739K in Q3 2024.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.