Compass Financial Management’s NextEra Energy NEE Stock Holding History

Compass Financial Management’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	$498K	Buy	+5,686	New	+$514K	0.06%	276

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's NEE Position: Q2 2026 in Review

Compass Financial Management opened a new position in NextEra Energy (NEE) in Q2 2026: 5,686 shares worth $498K. The stake represents 0.06% of the portfolio and ranks #276 among its holdings.

2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Compass Financial Management held 5,686 shares of NextEra Energy worth $498K as of Q2 2026.
NextEra Energy was a new Compass Financial Management position in Q2 2026.
NextEra Energy made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #276 holding.
2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.