Campbell Deegan Wealth Management’s NextEra Energy NEE Stock Holding History

Campbell Deegan Wealth Management’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	$668K	Buy	7,614 +324	+4%	+$29.3K	0.47%	20
2026 Q1	$677K	Sell	7,290 -520	-7%	-$46.2K	0.54%	18
2025 Q4	$627K	Buy	7,810 +8	+0.1%	+$663	0.51%	19
2025 Q3	$589K	Buy	7,802 +12	+0.2%	+$877	0.53%	16
2025 Q2	$541K	Sell	7,790 -17	-0.2%	-$1.18K	0.53%	16
2025 Q1	$553K	Sell	7,807 -289	-4%	-$20.4K	0.64%	15
2024 Q4	$580K	Buy	+8,096	New	+$629K	0.7%	16

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

Campbell Deegan Wealth Management's NEE Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its NextEra Energy (NEE) stake by 4.4% in Q2 2026, buying an estimated $29.3K and bringing the position to 7,614 shares worth $668K. The position accounts for 0.47% of the portfolio, ranked #20.

Campbell Deegan Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $677K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Campbell Deegan Wealth Management held 7,614 shares of NextEra Energy worth $668K as of Q2 2026.
Campbell Deegan Wealth Management bought 324 NextEra Energy shares in Q2 2026, an estimated $29.3K.
NextEra Energy made up 0.47% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #20 holding.
Campbell Deegan Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Campbell Deegan Wealth Management's NextEra Energy position peaked at $677K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.