DHJJ Financial Advisors’s NextEra Energy NEE Stock Holding History

DHJJ Financial 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	$11.9K	Hold	136	–	–	﹤0.01%	600
2026 Q1	$12.6K	Hold	136	–	–	﹤0.01%	587
2025 Q4	$10.9K	Hold	136	–	–	﹤0.01%	569
2025 Q3	$10.3K	Hold	136	–	–	﹤0.01%	556
2025 Q2	$9.44K	Hold	136	–	–	﹤0.01%	552
2025 Q1	$9.64K	Hold	136	–	–	﹤0.01%	519
2024 Q4	$9.75K	Hold	136	–	–	﹤0.01%	505
2024 Q3	$11.5K	Hold	136	–	–	﹤0.01%	480
2024 Q2	$9.63K	Hold	136	–	–	﹤0.01%	465
2024 Q1	$8.69K	Hold	136	–	–	﹤0.01%	462
2023 Q4	$8.26K	Hold	136	–	–	﹤0.01%	458
2023 Q3	$7.79K	Buy	+136	New	+$9.41K	﹤0.01%	455

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DHJJ Financial Advisors's NEE Position: Q2 2026 in Review

DHJJ Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 136 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

DHJJ Financial Advisors first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.6K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

DHJJ Financial Advisors held 136 shares of NextEra Energy worth $11.9K as of Q2 2026.
DHJJ Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #600 holding.
DHJJ Financial Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's NextEra Energy position peaked at $12.6K in Q1 2026.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.