Client 1st Advisory Group’s NextEra Energy NEE Stock Holding History

Client 1st Advisory Group’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	$466K	Buy	5,304 +336	+7%	+$30.4K	0.12%	83
2026 Q1	$461K	Buy	4,968 +1	+0%	+$89	0.14%	80
2025 Q4	$399K	Buy	4,967 +803	+19%	+$66.5K	0.12%	85
2025 Q3	$314K	Buy	4,164 +1	+0%	+$73	0.1%	100
2025 Q2	$289K	Buy	4,163 +1	+0%	+$69	0.1%	98
2025 Q1	$295K	Buy	4,162 +1	+0%	+$71	0.11%	93
2024 Q4	$298K	Buy	4,161 +2	+0%	+$155	0.11%	97
2024 Q3	$352K	Buy	+4,159	New	+$325K	0.14%	82

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Client 1st Advisory Group's NEE Position: Q2 2026 in Review

Client 1st Advisory Group increased its NextEra Energy (NEE) stake by 6.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 5,304 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #83.

Client 1st Advisory Group first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 680 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Client 1st Advisory Group held 5,304 shares of NextEra Energy worth $466K as of Q2 2026.
Client 1st Advisory Group bought 336 NextEra Energy shares in Q2 2026, an estimated $30.4K.
NextEra Energy made up 0.12% of Client 1st Advisory Group's portfolio in Q2 2026, its #83 holding.
Client 1st Advisory Group first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
680 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.