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Centerline Wealth Advisors’s NextEra Energy NEE Stock Holding History

Centerline 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 		$257K Hold
2,933
– – 0.08% 69
2026
Q1 		$272K Hold
2,933
– – 0.1% 63
2025
Q4 		$235K Hold
2,933
– – 0.09% 58
2025
Q3 		$221K Buy
+2,933
New +$214K 0.1% 43

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Centerline Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 2,933 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #69.

Centerline Wealth Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Centerline Wealth Advisors held 2,933 shares of NextEra Energy worth $257K as of Q2 2026.
  • Centerline Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.08% of Centerline Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Centerline Wealth Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Centerline Wealth Advisors's NextEra Energy position peaked at $272K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.