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Carolina Wealth Advisors’s NextEra Energy NEE Stock Holding History

Carolina Wealth 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 		$4.04K Hold
46
– – ﹤0.01% 248
2026
Q1 		$4.27K Buy
+46
New +$4.09K ﹤0.01% 242
2023
Q4 		– Sell
-3,940
Closed -$226K – 262
2023
Q3 		$226K Buy
+3,940
New +$273K 0.13% 80

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Carolina Wealth Advisors's NEE Position: Q2 2026 in Review

Carolina Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 46 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Carolina Wealth Advisors first reported a position in NEE in Q3 2023 and has held it in 3 quarters since. The position peaked at $226K in Q3 2023. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Carolina Wealth Advisors held 46 shares of NextEra Energy worth $4.04K as of Q2 2026.
  • Carolina Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • Carolina Wealth Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 3 quarters since.
  • Carolina Wealth Advisors's NextEra Energy position peaked at $226K in Q3 2023.
  • 637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.