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Discipline Wealth Solutions’s NextEra Energy NEE Stock Holding History

Discipline Wealth Solutions’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 		$236K Sell
2,690
-60
-2% -$5.43K 0.02% 184
2026
Q1 		$255K Buy
2,750
+28
+1% +$2.49K 0.03% 166
2025
Q4 		$219K Buy
+2,722
New +$225K 0.04% 160

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

Discipline Wealth Solutions's NEE Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $5.43K and leaving 2,690 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #184.

Discipline Wealth Solutions first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Discipline Wealth Solutions held 2,690 shares of NextEra Energy worth $236K as of Q2 2026.
  • Discipline Wealth Solutions sold 60 NextEra Energy shares in Q2 2026, an estimated $5.43K.
  • NextEra Energy made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #184 holding.
  • Discipline Wealth Solutions first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's NextEra Energy position peaked at $255K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.