Blake Schutter Theil Wealth Advisors’s NextEra Energy NEE Stock Holding History

Blake Schutter Theil 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	$579K	Hold	6,599	–	–	0.39%	59
2026 Q1	$613K	Sell	6,599 -195	-3%	-$17.3K	0.5%	52
2025 Q4	$545K	Buy	6,794 +64	+1%	+$5.3K	0.45%	57
2025 Q3	$508K	Buy	6,730 +533	+9%	+$38.9K	0.5%	59
2025 Q2	$430K	Buy	6,197 +300	+5%	+$20.8K	0.49%	62
2025 Q1	$418K	Sell	5,897 -210	-3%	-$14.8K	0.48%	68
2024 Q4	$438K	Sell	6,107 -8,531	-58%	-$663K	0.46%	63
2024 Q3	$1.24M	Buy	+14,638	New	+$1.14M	0.89%	24

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's NEE Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 6,599 shares worth $579K. The position accounts for 0.39% of the portfolio, ranked #59.

Blake Schutter Theil Wealth Advisors first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 6,599 shares of NextEra Energy worth $579K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.39% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Blake Schutter Theil Wealth Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's NextEra Energy position peaked at $1.24M in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.