Broadway Wealth Solutions’s NextEra Energy NEE Stock Holding History

Broadway Wealth Solutions’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	$322K	Buy	3,673 +191	+5%	+$17.3K	0.15%	63
2026 Q1	$323K	Sell	3,482 -269	-7%	-$23.9K	0.17%	67
2025 Q4	$301K	Sell	3,751 -93	-2%	-$7.7K	0.16%	68
2025 Q3	$290K	Buy	3,844 +110	+3%	+$8.04K	0.16%	73
2025 Q2	$259K	Buy	3,734 +55	+1%	+$3.82K	0.16%	76
2025 Q1	$261K	Buy	3,679 +20	+0.5%	+$1.41K	0.19%	68
2024 Q4	$262K	Buy	+3,659	New	+$284K	0.2%	74

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Broadway Wealth Solutions's NEE Position: Q2 2026 in Review

Broadway Wealth Solutions increased its NextEra Energy (NEE) stake by 5.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,673 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #63.

Broadway Wealth Solutions first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Broadway Wealth Solutions held 3,673 shares of NextEra Energy worth $322K as of Q2 2026.
Broadway Wealth Solutions bought 191 NextEra Energy shares in Q2 2026, an estimated $17.3K.
NextEra Energy made up 0.15% of Broadway Wealth Solutions's portfolio in Q2 2026, its #63 holding.
Broadway Wealth Solutions first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's NextEra Energy position peaked at $323K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.