Clarus Wealth Advisors’s NextEra Energy NEE Stock Holding History

Clarus 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	$608K	Buy	6,956 +1,382	+25%	+$125K	0.23%	64
2026 Q1	$522K	Buy	+5,574	New	+$496K	0.22%	67
2020 Q2	–	Sell	-13,272	Closed	-$735K	–	144
2020 Q1	$735K	Sell	13,272 -136	-1%	-$8.55K	0.73%	33
2019 Q4	$815K	Buy	13,408 +420	+3%	+$24.5K	0.54%	43
2019 Q3	$757K	Sell	12,988 -4,176	-24%	-$226K	0.55%	39
2019 Q2	$879K	Buy	17,164 +2,908	+20%	+$143K	0.64%	26
2019 Q1	$689K	Buy	14,256 +2,604	+22%	+$119K	0.52%	27
2018 Q4	$506K	Buy	11,652 +168	+1%	+$7.35K	0.8%	19
2018 Q3	$481K	Buy	11,484 +1,524	+15%	+$64.9K	0.31%	34
2018 Q2	$407K	Hold	9,960	–	–	0.31%	37
2018 Q1	$407K	Buy	9,960 +520	+6%	+$20.1K	0.38%	37
2017 Q4	$369K	Buy	+9,440	New	+$364K	0.36%	47

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Clarus Wealth Advisors increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $125K and bringing the position to 6,956 shares worth $608K. The position accounts for 0.23% of the portfolio, ranked #64.

Clarus Wealth Advisors first reported a position in NEE in Q4 2017 and has held it in 12 quarters since. The position peaked at $879K in Q2 2019. 1,296 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Clarus Wealth Advisors held 6,956 shares of NextEra Energy worth $608K as of Q2 2026.
Clarus Wealth Advisors bought 1,382 NextEra Energy shares in Q2 2026, an estimated $125K.
NextEra Energy made up 0.23% of Clarus Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Clarus Wealth Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 12 quarters since.
Clarus Wealth Advisors's NextEra Energy position peaked at $879K in Q2 2019.
1,296 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.