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Buck Wealth Strategies’s NextEra Energy NEE Stock Holding History

Buck Wealth Strategies’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 		$90K Buy
+1,026
New +$92.8K 0.01% 269
2023
Q4 		– Sell
-1,340
Closed -$76.8K – 257
2023
Q3 		$76.8K Sell
1,340
-280
-17% -$19.4K 0.03% 96
2023
Q2 		$120K Sell
1,620
-65,757
-98% -$4.98M 0.05% 46
2023
Q1 		$5.19M Buy
+67,377
New +$5.18M 2.53% 14

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

Buck Wealth Strategies's NEE Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in NextEra Energy (NEE) in Q2 2026: 1,026 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in NEE as recently as Q3 2023.

Buck Wealth Strategies first reported a position in NEE in Q1 2023 and has held it in 4 quarters since. The position peaked at $5.19M in Q1 2023. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Buck Wealth Strategies held 1,026 shares of NextEra Energy worth $90K as of Q2 2026.
  • NextEra Energy was a new Buck Wealth Strategies position in Q2 2026.
  • NextEra Energy made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #269 holding.
  • Buck Wealth Strategies first reported a position in NextEra Energy in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's NextEra Energy position peaked at $5.19M in Q1 2023.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.