Diversify Advisory Services’s NextEra Energy NEE Stock Holding History

Diversify Advisory Services’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	$8.53M	Buy	96,075 +93,903	+4,323%	+$8.49M	0.14%	151
2026 Q1	$205K	Sell	2,172 -12,386	-85%	-$1.1M	0.03%	205
2025 Q4	$1.22M	Buy	14,558 +795	+6%	+$65.8K	0.04%	346
2025 Q3	$1.13M	Sell	13,763 -107	-0.8%	-$7.82K	0.04%	332
2025 Q2	$997K	Buy	13,870 +4,260	+44%	+$296K	0.04%	330
2025 Q1	$646K	Sell	9,610 -2,815	-23%	-$199K	0.04%	300
2024 Q4	$837K	Sell	12,425 -234	-2%	-$18.2K	0.05%	255
2024 Q3	$1.06M	Sell	12,659 -318	-2%	-$24.8K	0.06%	246
2024 Q2	$936K	Buy	12,977 +4,016	+45%	+$285K	0.05%	255
2024 Q1	$568K	Buy	+8,961	New	+$525K	0.03%	390

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

Diversify Advisory Services's NEE Position: Q2 2026 in Review

Diversify Advisory Services increased its NextEra Energy (NEE) stake by 4,323% in Q2 2026, buying an estimated $8.49M and bringing the position to 96,075 shares worth $8.53M. The position accounts for 0.14% of the portfolio, ranked #151.

Diversify Advisory Services first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Diversify Advisory Services held 96,075 shares of NextEra Energy worth $8.53M as of Q2 2026.
Diversify Advisory Services bought 93,903 NextEra Energy shares in Q2 2026, an estimated $8.49M.
NextEra Energy made up 0.14% of Diversify Advisory Services's portfolio in Q2 2026, its #151 holding.
Diversify Advisory Services first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.