Bouchey Financial Group’s NextEra Energy NEE Stock Holding History

Bouchey 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	$619K	Buy	7,049 +36	+0.5%	+$3.26K	0.04%	88
2026 Q1	$663K	Buy	7,013 +500	+8%	+$44.5K	0.05%	76
2025 Q4	$523K	Buy	6,513 +106	+2%	+$8.78K	0.04%	86
2025 Q3	$484K	Buy	6,407 +288	+5%	+$21K	0.04%	83
2025 Q2	$425K	Buy	6,119 +82	+1%	+$5.7K	0.04%	86
2025 Q1	$428K	Sell	6,037 -222	-4%	-$15.7K	0.04%	80
2024 Q4	$449K	Buy	6,259 +996	+19%	+$77.4K	0.04%	85
2024 Q3	$445K	Buy	5,263 +26	+0.5%	+$2.03K	0.04%	93
2024 Q2	$370K	Buy	5,237 +53	+1%	+$3.76K	0.04%	97
2024 Q1	$331K	Hold	5,184	–	–	0.03%	101
2023 Q4	$315K	Hold	5,184	–	–	0.03%	102
2023 Q3	$297K	Buy	5,184 +36	+0.7%	+$2.49K	0.04%	94
2023 Q2	$382K	Hold	5,148	–	–	0.05%	73
2023 Q1	$396K	Hold	5,148	–	–	0.05%	68
2022 Q4	$430K	Hold	5,148	–	–	0.06%	60
2022 Q3	$404K	Hold	5,148	–	–	0.06%	60
2022 Q2	$399K	Hold	5,148	–	–	0.06%	60
2022 Q1	$436K	Sell	5,148 -165	-3%	-$13.2K	0.06%	61
2021 Q4	$496K	Buy	+5,313	New	+$459K	0.07%	57

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

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

Bouchey Financial Group increased its NextEra Energy (NEE) stake by 0.51% in Q2 2026, buying an estimated $3.26K and bringing the position to 7,049 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #88.

Bouchey Financial Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $663K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bouchey Financial Group held 7,049 shares of NextEra Energy worth $619K as of Q2 2026.
Bouchey Financial Group bought 36 NextEra Energy shares in Q2 2026, an estimated $3.26K.
NextEra Energy made up 0.04% of Bouchey Financial Group's portfolio in Q2 2026, its #88 holding.
Bouchey Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Bouchey Financial Group's NextEra Energy position peaked at $663K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.