Buttonwood Financial Advisors’s NextEra Energy NEE Stock Holding History

Buttonwood 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	$220K	Hold	2,507	–	–	0.07%	110
2026 Q1	$233K	Sell	2,507 -118	-4%	-$10.5K	0.08%	103
2025 Q4	$211K	Buy	+2,625	New	+$217K	0.07%	103
2025 Q1	–	Sell	-3,177	Closed	-$228K	–	99
2024 Q4	$228K	Sell	3,177 -831	-21%	-$64.6K	0.1%	94
2024 Q3	$339K	Sell	4,008 -68	-2%	-$5.31K	0.15%	83
2024 Q2	$289K	Sell	4,076 -319	-7%	-$22.6K	0.14%	88
2024 Q1	$281K	Sell	4,395 -20	-0.5%	-$1.17K	0.13%	90
2023 Q4	$268K	Hold	4,415	–	–	0.15%	89
2023 Q3	$253K	Sell	4,415 -990	-18%	-$68.5K	0.16%	93
2023 Q2	$401K	Sell	5,405 -65	-1%	-$4.92K	0.25%	72
2023 Q1	$422K	Sell	5,470 -344	-6%	-$26.5K	0.33%	56
2022 Q4	$486K	Sell	5,814 -175	-3%	-$14.1K	0.41%	54
2022 Q3	$438K	Sell	5,989 -229	-4%	-$19.4K	0.39%	52
2022 Q2	$482K	Buy	6,218 +1,802	+41%	+$137K	0.43%	52
2022 Q1	$374K	Buy	+4,416	New	+$354K	0.34%	53

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Buttonwood Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 2,507 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #110.

Buttonwood Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 15 quarters since. The position peaked at $486K in Q4 2022. 780 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Buttonwood Financial Advisors held 2,507 shares of NextEra Energy worth $220K as of Q2 2026.
Buttonwood Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #110 holding.
Buttonwood Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 15 quarters since.
Buttonwood Financial Advisors's NextEra Energy position peaked at $486K in Q4 2022.
780 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.