Chancellor Financial Group WB’s NextEra Energy NEE Stock Holding History

Chancellor Financial Group WB’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	$3.56M	Buy	40,505 +11	+0%	+$995	2.2%	8
2026 Q1	$3.76M	Buy	40,494 +24	+0.1%	+$2.13K	2.66%	8
2025 Q4	$3.25M	Buy	40,470 +150	+0.4%	+$12.4K	2.2%	9
2025 Q3	$3.04M	Buy	40,320 +65	+0.2%	+$4.75K	2.15%	9
2025 Q2	$2.79M	Buy	40,255 +263	+0.7%	+$18.3K	2.16%	8
2025 Q1	$2.84M	Buy	39,992 +17	+0%	+$1.2K	2.34%	7
2024 Q4	$2.87M	Buy	+39,975	New	+$3.11M	2.31%	8

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

Chancellor Financial Group WB's NEE Position: Q2 2026 in Review

Chancellor Financial Group WB increased its NextEra Energy (NEE) stake by 0.03% in Q2 2026, buying an estimated $995 and bringing the position to 40,505 shares worth $3.56M. The position accounts for 2.2% of the portfolio, ranked #8.

Chancellor Financial Group WB first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Chancellor Financial Group WB held 40,505 shares of NextEra Energy worth $3.56M as of Q2 2026.
Chancellor Financial Group WB bought 11 NextEra Energy shares in Q2 2026, an estimated $995.
NextEra Energy made up 2.2% of Chancellor Financial Group WB's portfolio in Q2 2026, its #8 holding.
Chancellor Financial Group WB first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's NextEra Energy position peaked at $3.76M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.