Demars Financial Group’s NextEra Energy NEE Stock Holding History

Demars Financial 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	–	Sell	-9,485	Closed	-$881K	–	119
2026 Q1	$881K	Buy	9,485 +143	+2%	+$12.7K	0.29%	41
2025 Q4	$750K	Buy	9,342 +187	+2%	+$15.5K	0.25%	41
2025 Q3	$691K	Buy	9,155 +1,786	+24%	+$130K	0.24%	43
2025 Q2	$512K	Buy	+7,369	New	+$512K	0.2%	52
2022 Q2	–	Sell	-2,481	Closed	-$210K	–	87
2022 Q1	$210K	Buy	2,481 +3	+0.1%	+$240	0.11%	84
2021 Q4	$231K	Buy	+2,478	New	+$214K	0.12%	83
2021 Q3	–	Sell	-14,910	Closed	-$1.09M	–	88
2021 Q2	$1.09M	Buy	14,910 +132	+0.9%	+$9.91K	0.66%	36
2021 Q1	$1.12M	Buy	14,778 +244	+2%	+$19K	0.75%	34
2020 Q4	$1.12M	Buy	+14,534	New	+$1.09M	0.79%	37

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

Demars Financial Group's NEE Position: Q2 2026 in Review

Demars Financial Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 9,485 shares — an estimated $881K sold.

Demars Financial Group first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $1.12M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Demars Financial Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Demars Financial Group sold 9,485 NextEra Energy shares in Q2 2026, an estimated $881K.
Demars Financial Group first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
Demars Financial Group's NextEra Energy position peaked at $1.12M in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.