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Benedict Financial Advisors’s NextEra Energy NEE Stock Holding History

Benedict Financial 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 		$1.72M Buy
19,604
+127
+0.7% +$11.5K 0.33% 92
2026
Q1 		$1.81M Sell
19,477
-268
-1% -$23.8K 0.38% 88
2025
Q4 		$1.59M Buy
19,745
+103
+0.5% +$8.53K 0.33% 90
2025
Q3 		$1.48M Buy
19,642
+836
+4% +$61.1K 0.32% 90
2025
Q2 		$1.31M Buy
18,806
+120
+0.6% +$8.34K 0.3% 88
2025
Q1 		$1.32M Buy
18,686
+120
+0.6% +$8.47K 0.31% 89
2024
Q4 		$1.33M Buy
18,566
+540
+3% +$42K 0.32% 87
2024
Q3 		$1.52M Sell
18,026
-418
-2% -$32.6K 0.36% 85
2024
Q2 		$1.31M Buy
18,444
+1,450
+9% +$103K 0.33% 86
2024
Q1 		$1.09M Buy
16,994
+2,309
+16% +$135K 0.28% 93
2023
Q4 		$892K Buy
14,685
+22
+0.2% +$1.25K 0.24% 91
2023
Q3 		$840K Buy
14,663
+23
+0.2% +$1.59K 0.24% 93
2023
Q2 		$1.09M Sell
14,640
-224
-2% -$17K 0.3% 89
2023
Q1 		$1.15M Sell
14,864
-241
-2% -$18.5K 0.32% 87
2022
Q4 		$1.26M Sell
15,105
-3,488
-19% -$282K 0.38% 81
2022
Q3 		$1.46M Sell
18,593
-33
-0.2% -$2.8K 0.47% 72
2022
Q2 		$1.44M Sell
18,626
-301
-2% -$22.9K 0.43% 75
2022
Q1 		$1.6M Sell
18,927
-79
-0.4% -$6.33K 0.43% 77
2021
Q4 		$1.77M Sell
19,006
-18
-0.1% -$1.56K 0.46% 77
2021
Q3 		$1.49M Sell
19,024
-389
-2% -$31.4K 0.42% 79
2021
Q2 		$1.42M Sell
19,413
-454
-2% -$34.1K 0.4% 79
2021
Q1 		$1.5M Sell
19,867
-403
-2% -$31.5K 0.43% 76
2020
Q4 		$1.56M Sell
20,270
-238
-1% -$17.8K 0.56% 59
2020
Q3 		$1.42M Sell
20,508
-600
-3% -$41.4K 0.55% 59
2020
Q2 		$1.27M Buy
21,108
+20
+0.1% +$1.2K 0.52% 62
2020
Q1 		$1.27M Sell
21,088
-380
-2% -$23.9K 0.6% 56
2019
Q4 		$1.3M Sell
21,468
-2,480
-10% -$145K 0.51% 66
2019
Q3 		$1.4M Sell
23,948
-224
-0.9% -$12.1K 0.57% 59
2019
Q2 		$1.24M Sell
24,172
-28
-0.1% -$1.38K 0.52% 65
2019
Q1 		$1.17M Sell
24,200
-660
-3% -$30.2K 0.51% 64
2018
Q4 		$1.08M Buy
24,860
+496
+2% +$21.7K 0.53% 62
2018
Q3 		$1.02M Buy
24,364
+220
+0.9% +$9.37K 0.46% 71
2018
Q2 		$1.01M Buy
24,144
+96
+0.4% +$3.88K 0.5% 67
2018
Q1 		$982K Sell
24,048
-144
-0.6% -$5.55K 0.49% 66
2017
Q4 		$945K Buy
24,192
+588
+2% +$22.7K 0.46% 67
2017
Q3 		$865K Buy
23,604
+68
+0.3% +$2.49K 0.44% 68
2017
Q2 		$849K Buy
23,536
+1,332
+6% +$45.5K 0.44% 66
2017
Q1 		$713K Buy
22,204
+724
+3% +$22.8K 0.39% 67
2016
Q4 		$642K Sell
21,480
-780
-4% -$23.3K 0.37% 67
2016
Q3 		$674K Sell
22,260
-292
-1% -$9.2K 0.39% 67
2016
Q2 		$731K Buy
22,552
+216
+1% +$6.49K 0.43% 63
2016
Q1 		$661K Buy
22,336
+288
+1% +$8.08K 0.4% 62
2015
Q4 		$573K Buy
22,048
+2,044
+10% +$51.7K 0.36% 62
2015
Q3 		$488K Buy
20,004
+484
+2% +$12.3K 0.34% 66
2015
Q2 		$498K Sell
19,520
-216
-1% -$5.49K 0.32% 68
2015
Q1 		$512K Sell
19,736
-96
-0.5% -$2.53K 0.33% 69
2014
Q4 		$525K Buy
+19,832
New +$501K 0.34% 66

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Benedict Financial Advisors's NEE Position: Q2 2026 in Review

Benedict Financial Advisors increased its NextEra Energy (NEE) stake by 0.65% in Q2 2026, buying an estimated $11.5K and bringing the position to 19,604 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #92.

Benedict Financial Advisors first reported a position in NEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.81M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Benedict Financial Advisors held 19,604 shares of NextEra Energy worth $1.72M as of Q2 2026.
  • Benedict Financial Advisors bought 127 NextEra Energy shares in Q2 2026, an estimated $11.5K.
  • NextEra Energy made up 0.33% of Benedict Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Benedict Financial Advisors first reported a position in NextEra Energy in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's NextEra Energy position peaked at $1.81M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.