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Brian Low Financial Group’s NextEra Energy NEE Stock Holding History

Brian Low 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 		$1.83M Buy
20,828
+4,133
+25% +$374K 1.07% 32
2026
Q1 		$1.55M Buy
16,695
+1,592
+11% +$142K 1.05% 27
2025
Q4 		$1.21M Buy
15,103
+2,331
+18% +$193K 0.86% 40
2025
Q3 		$964K Buy
12,772
+1,127
+10% +$82.3K 0.75% 45
2025
Q2 		$808K Buy
+11,645
New +$809K 0.76% 45

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brian Low Financial Group's NEE Position: Q2 2026 in Review

Brian Low Financial Group increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $374K and bringing the position to 20,828 shares worth $1.83M. The position accounts for 1.07% of the portfolio, ranked #32.

Brian Low Financial Group first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Brian Low Financial Group held 20,828 shares of NextEra Energy worth $1.83M as of Q2 2026.
  • Brian Low Financial Group bought 4,133 NextEra Energy shares in Q2 2026, an estimated $374K.
  • NextEra Energy made up 1.07% of Brian Low Financial Group's portfolio in Q2 2026, its #32 holding.
  • Brian Low Financial Group first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.