CWA
NEE icon

Centennial Wealth Advisory’s NextEra Energy NEE Stock Holding History

Centennial Wealth 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 		– Sell
-6,310
Closed -$586K – 195
2026
Q1 		$586K Buy
6,310
+1,833
+41% +$163K 0.14% 98
2025
Q4 		$359K Buy
4,477
+160
+4% +$13.3K 0.1% 129
2025
Q3 		$326K Buy
4,317
+300
+7% +$21.9K 0.09% 131
2025
Q2 		$279K Buy
+4,017
New +$279K 0.09% 132

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

Centennial Wealth Advisory's NEE Position: Q2 2026 in Review

Centennial Wealth Advisory sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 6,310 shares — an estimated $586K sold.

Centennial Wealth Advisory first reported a position in NEE in Q2 2025 and held it in 4 quarters. The position peaked at $586K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Centennial Wealth Advisory reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 6,310 NextEra Energy shares in Q2 2026, an estimated $586K.
  • Centennial Wealth Advisory first reported a position in NextEra Energy in Q2 2025 and held it in 4 quarters.
  • Centennial Wealth Advisory's NextEra Energy position peaked at $586K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.