Beto Financial Group’s NextEra Energy NEE Stock Holding History

Beto Financial Group’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	-2,200	Closed	-$205K	–	160
2026 Q1	$205K	Sell	2,200 -392	-15%	-$34.9K	0.12%	148
2025 Q4	$224K	Buy	+2,592	New	+$215K	0.15%	122

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

Beto Financial Group's NEE Position: Q2 2026 in Review

Beto Financial Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,200 shares — an estimated $205K sold.

Beto Financial Group first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Beto Financial Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Beto Financial Group sold 2,200 NextEra Energy shares in Q2 2026, an estimated $205K.
Beto Financial Group first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
Beto Financial Group's NextEra Energy position peaked at $224K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.