Continuum Advisory’s NextEra Energy NEE Stock Holding History

Continuum Advisory’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	$1.23M	Sell	13,980 -987	-7%	-$89.3K	0.1%	181
2026 Q1	$1.39M	Sell	14,967 -1,338	-8%	-$119K	0.13%	148
2025 Q4	$1.31M	Sell	16,305 -448	-3%	-$37.1K	0.13%	150
2025 Q3	$1.26M	Buy	16,753 +2,791	+20%	+$204K	0.13%	145
2025 Q2	$969K	Buy	13,962 +879	+7%	+$61.1K	0.12%	170
2025 Q1	$927K	Sell	13,083 -553	-4%	-$39K	0.12%	155
2024 Q4	$978K	Sell	13,636 -665	-5%	-$51.7K	0.13%	153
2024 Q3	$1.08M	Buy	14,301 +1,416	+11%	+$111K	0.14%	152
2024 Q2	$912K	Sell	12,885 -200	-2%	-$14.2K	0.13%	161
2024 Q1	$976K	Sell	13,085 -3,704	-22%	-$217K	0.15%	155
2023 Q4	$1.02M	Buy	16,789 +1,902	+13%	+$108K	0.15%	169
2023 Q3	$853K	Buy	14,887 +437	+3%	+$30.3K	0.14%	185
2023 Q2	$1.07M	Sell	14,450 -31,091	-68%	-$2.35M	0.17%	152
2023 Q1	$3.51M	Buy	45,541 +11,218	+33%	+$863K	0.6%	31
2022 Q4	$2.87M	Buy	34,323 +3,105	+10%	+$251K	0.52%	48
2022 Q3	$2.45M	Buy	31,218 +6,595	+27%	+$559K	0.43%	49
2022 Q2	$1.91M	Buy	24,623 +3,174	+15%	+$242K	0.35%	76
2022 Q1	$1.52M	Buy	21,449 +13,092	+157%	+$1.05M	0.29%	95
2021 Q4	$780K	Sell	8,357 -200	-2%	-$17.3K	0.18%	131
2021 Q3	$672K	Buy	8,557 +475	+6%	+$38.3K	0.18%	126
2021 Q2	$592K	Buy	+8,082	New	+$607K	0.18%	124

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

Continuum Advisory's NEE Position: Q2 2026 in Review

Continuum Advisory reduced its NextEra Energy (NEE) stake by 6.6% in Q2 2026, selling an estimated $89.3K and leaving 13,980 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #181.

Continuum Advisory first reported a position in NEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.51M in Q1 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Continuum Advisory held 13,980 shares of NextEra Energy worth $1.23M as of Q2 2026.
Continuum Advisory sold 987 NextEra Energy shares in Q2 2026, an estimated $89.3K.
NextEra Energy made up 0.1% of Continuum Advisory's portfolio in Q2 2026, its #181 holding.
Continuum Advisory first reported a position in NextEra Energy in Q2 2021 and has held it in 21 quarters since.
Continuum Advisory's NextEra Energy position peaked at $3.51M in Q1 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.