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Detalus Advisors’s NextEra Energy NEE Stock Holding History

Detalus Advisors’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 		$590K Sell
6,721
-170
-2% -$15.4K 0.12% 88
2026
Q1 		$640K Sell
6,891
-124
-2% -$11K 0.15% 79
2025
Q4 		$563K Buy
7,015
+4
+0.1% +$331 0.14% 81
2025
Q3 		$529K Buy
7,011
+5
+0.1% +$365 0.14% 82
2025
Q2 		$486K Buy
7,006
+94
+1% +$6.53K 0.14% 87
2025
Q1 		$490K Buy
6,912
+218
+3% +$15.4K 0.15% 76
2024
Q4 		$480K Sell
6,694
-969
-13% -$75.3K 0.16% 75
2024
Q3 		$648K Buy
7,663
+2
+0% +$156 0.22% 64
2024
Q2 		$542K Sell
7,661
-67
-0.9% -$4.75K 0.19% 73
2024
Q1 		$494K Sell
7,728
-3,986
-34% -$234K 0.18% 79
2023
Q4 		$712K Sell
11,714
-299
-2% -$17K 0.28% 55
2023
Q3 		$688K Buy
12,013
+26
+0.2% +$1.8K 0.32% 57
2023
Q2 		$889K Buy
11,987
+24
+0.2% +$1.82K 0.4% 46
2023
Q1 		$922K Sell
11,963
-787
-6% -$60.5K 0.44% 44
2022
Q4 		$1.07M Buy
12,750
+4,718
+59% +$381K 0.52% 39
2022
Q3 		$630K Sell
8,032
-150
-2% -$12.7K 0.38% 54
2022
Q2 		$634K Buy
8,182
+235
+3% +$17.9K 0.37% 51
2022
Q1 		$673K Sell
7,947
-61
-0.8% -$4.89K 0.35% 49
2021
Q4 		$748K Sell
8,008
-3,708
-32% -$320K 0.36% 46
2021
Q3 		$920K Buy
11,716
+4,248
+57% +$343K 0.47% 38
2021
Q2 		$547K Buy
7,468
+1,916
+35% +$144K 0.29% 63
2021
Q1 		$420K Buy
5,552
+211
+4% +$16.5K 0.25% 72
2020
Q4 		$412K Buy
5,341
+37
+0.7% +$2.77K 0.26% 68
2020
Q3 		$368K Buy
5,304
+20
+0.4% +$1.38K 0.27% 65
2020
Q2 		$317K Buy
5,284
+20
+0.4% +$1.2K 0.25% 67
2020
Q1 		$317K Buy
5,264
+132
+3% +$8.3K 0.29% 62
2019
Q4 		$311K Buy
+5,132
New +$300K 0.23% 70

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Detalus Advisors's NEE Position: Q2 2026 in Review

Detalus Advisors reduced its NextEra Energy (NEE) stake by 2.5% in Q2 2026, selling an estimated $15.4K and leaving 6,721 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #88.

Detalus Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Detalus Advisors held 6,721 shares of NextEra Energy worth $590K as of Q2 2026.
  • Detalus Advisors sold 170 NextEra Energy shares in Q2 2026, an estimated $15.4K.
  • NextEra Energy made up 0.12% of Detalus Advisors's portfolio in Q2 2026, its #88 holding.
  • Detalus Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Detalus Advisors's NextEra Energy position peaked at $1.07M in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.