Ballast Advisors’s NextEra Energy NEE Stock Holding History

Ballast 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	–	Sell	-11	Closed	-$1.02K	–	320
2026 Q1	$1.02K	Buy	+11	New	+$978	﹤0.01%	380

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

Ballast Advisors's NEE Position: Q2 2026 in Review

Ballast Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 11 shares — an estimated $1.02K sold.

Ballast Advisors first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $1.02K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ballast Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 11 NextEra Energy shares in Q2 2026, an estimated $1.02K.
Ballast Advisors first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Ballast Advisors's NextEra Energy position peaked at $1.02K in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.