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Carson Advisory’s NextEra Energy NEE Stock Holding History

Carson Advisory’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 		$1.08M Buy
12,351
+32
+0.3% +$2.9K 0.5% 50
2026
Q1 		$1.14M Buy
12,319
+3
+0% +$267 0.59% 36
2025
Q4 		$989K Buy
12,316
+2
+0% +$166 0.51% 48
2025
Q3 		$930K Buy
12,314
+5
+0% +$365 0.5% 50
2025
Q2 		$854K Buy
12,309
+250
+2% +$17.4K 0.54% 52
2025
Q1 		$855K Sell
12,059
-69
-0.6% -$4.87K 0.58% 46
2024
Q4 		$869K Sell
12,128
-63
-0.5% -$4.89K 0.6% 49
2024
Q3 		$1.03M Buy
12,191
+30
+0.2% +$2.34K 0.65% 40
2024
Q2 		$861K Sell
12,161
-678
-5% -$48.1K 0.6% 42
2024
Q1 		$821K Buy
12,839
+2
+0% +$117 0.58% 47
2023
Q4 		$780K Buy
12,837
+1,239
+11% +$70.6K 0.61% 46
2023
Q3 		$664K Buy
11,598
+433
+4% +$30K 0.58% 54
2023
Q2 		$828K Sell
11,165
-24
-0.2% -$1.82K 0.7% 40
2023
Q1 		$862K Buy
11,189
+4
+0% +$308 0.77% 37
2022
Q4 		$935K Buy
11,185
+2,043
+22% +$165K 0.9% 32
2022
Q3 		$717K Buy
9,142
+4,709
+106% +$399K 0.79% 39
2022
Q2 		$343K Buy
4,433
+637
+17% +$48.5K 0.38% 76
2022
Q1 		$322K Buy
3,796
+1
+0% +$80 0.32% 81
2021
Q4 		$354K Buy
+3,795
New +$328K 0.36% 76

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

Carson Advisory's NEE Position: Q2 2026 in Review

Carson Advisory increased its NextEra Energy (NEE) stake by 0.26% in Q2 2026, buying an estimated $2.9K and bringing the position to 12,351 shares worth $1.08M. The position accounts for 0.5% of the portfolio, ranked #50.

Carson Advisory first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Carson Advisory held 12,351 shares of NextEra Energy worth $1.08M as of Q2 2026.
  • Carson Advisory bought 32 NextEra Energy shares in Q2 2026, an estimated $2.9K.
  • NextEra Energy made up 0.5% of Carson Advisory's portfolio in Q2 2026, its #50 holding.
  • Carson Advisory first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's NextEra Energy position peaked at $1.14M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.