Bestgate Wealth Advisors’s NextEra Energy NEE Stock Holding History

Bestgate Wealth 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	$284K	Sell	3,239 -150	-4%	-$13.6K	0.45%	39
2026 Q1	$315K	Hold	3,389	–	–	0.57%	37
2025 Q4	$272K	Hold	3,389	–	–	0.48%	42
2025 Q3	$256K	Hold	3,389	–	–	0.45%	48
2025 Q2	$240K	Hold	3,389	–	–	0.5%	47
2025 Q1	$240K	Buy	3,389 +44	+1%	+$3.11K	0.5%	47
2024 Q4	$240K	Buy	+3,345	New	+$260K	0.48%	47

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

Bestgate Wealth Advisors's NEE Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its NextEra Energy (NEE) stake by 4.4% in Q2 2026, selling an estimated $13.6K and leaving 3,239 shares worth $284K. The position accounts for 0.45% of the portfolio, ranked #39.

Bestgate Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bestgate Wealth Advisors held 3,239 shares of NextEra Energy worth $284K as of Q2 2026.
Bestgate Wealth Advisors sold 150 NextEra Energy shares in Q2 2026, an estimated $13.6K.
NextEra Energy made up 0.45% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Bestgate Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's NextEra Energy position peaked at $315K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.