Core Wealth Advisors (Florida)’s NextEra Energy NEE Stock Holding History

Core Wealth Advisors (Florida)’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	$1.59M	Buy	18,069 +11,549	+177%	+$1.04M	0.32%	35
2026 Q1	$606K	Buy	6,520 +56	+0.9%	+$4.98K	0.14%	59
2025 Q4	$519K	Buy	6,464 +878	+16%	+$72.7K	0.13%	58
2025 Q3	$422K	Buy	+5,586	New	+$408K	0.11%	65
2024 Q4	–	Sell	-2,536	Closed	-$214K	–	62
2024 Q3	$214K	Buy	+2,536	New	+$198K	0.07%	56
2024 Q2	–	Sell	-2,483	Closed	-$159K	–	173
2024 Q1	$159K	Hold	2,483	–	–	0.05%	60
2023 Q4	$151K	Buy	2,483 +2,223	+855%	+$127K	0.06%	54
2023 Q3	$14.9K	Hold	260	–	–	0.01%	132
2023 Q2	$19.3K	Buy	260 +147	+130%	+$11.1K	0.01%	117
2023 Q1	$8.71K	Hold	113	–	–	﹤0.01%	165
2022 Q4	$9.45K	Buy	+113	New	+$9.13K	﹤0.01%	167
2020 Q4	–	Sell	-8	Closed	-$1K	–	189
2020 Q3	$1K	Buy	+8	New	+$552	﹤0.01%	151

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

Core Wealth Advisors (Florida)'s NEE Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its NextEra Energy (NEE) stake by 177% in Q2 2026, buying an estimated $1.04M and bringing the position to 18,069 shares worth $1.59M. The position accounts for 0.32% of the portfolio, ranked #35.

Core Wealth Advisors (Florida) first reported a position in NEE in Q3 2020 and has held it in 12 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Core Wealth Advisors (Florida) held 18,069 shares of NextEra Energy worth $1.59M as of Q2 2026.
Core Wealth Advisors (Florida) bought 11,549 NextEra Energy shares in Q2 2026, an estimated $1.04M.
NextEra Energy made up 0.32% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #35 holding.
Core Wealth Advisors (Florida) first reported a position in NextEra Energy in Q3 2020 and has held it in 12 quarters since.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.