Brown Financial Advisors’s NextEra Energy NEE Stock Holding History

Brown Financial 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	$1.22M	Buy	13,945 +2,448	+21%	+$221K	0.43%	68
2026 Q1	$1.07M	Sell	11,497 -2,089	-15%	-$186K	0.4%	74
2025 Q4	$1.09M	Sell	13,586 -6,680	-33%	-$553K	0.4%	84
2025 Q3	$1.53M	Buy	20,266 +10	+0%	+$731	0.57%	63
2025 Q2	$1.41M	Buy	20,256 +440	+2%	+$30.6K	0.55%	66
2025 Q1	$1.4M	Buy	19,816 +2,258	+13%	+$159K	0.58%	65
2024 Q4	$1.26M	Buy	17,558 +1,554	+10%	+$121K	0.51%	62
2024 Q3	$1.35M	Sell	16,004 -5,028	-24%	-$392K	0.56%	58
2024 Q2	$1.49M	Buy	+21,032	New	+$1.49M	0.67%	49

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

Brown Financial Advisors's NEE Position: Q2 2026 in Review

Brown Financial Advisors increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $221K and bringing the position to 13,945 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #68.

Brown Financial Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2025. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brown Financial Advisors held 13,945 shares of NextEra Energy worth $1.22M as of Q2 2026.
Brown Financial Advisors bought 2,448 NextEra Energy shares in Q2 2026, an estimated $221K.
NextEra Energy made up 0.43% of Brown Financial Advisors's portfolio in Q2 2026, its #68 holding.
Brown Financial Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's NextEra Energy position peaked at $1.53M in Q3 2025.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.