Diversify Wealth Management’s NextEra Energy NEE Stock Holding History

Diversify Wealth Management’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 +21,637	+29%	+$1.96M	0.14%	151
2026 Q1	$7.01M	Buy	74,438 +69,033	+1,277%	+$6.14M	0.13%	174
2025 Q4	$441K	Buy	5,405 +680	+14%	+$56.3K	0.02%	468
2025 Q3	$386K	Sell	4,725 -52	-1%	-$3.8K	0.02%	419
2025 Q2	$343K	Sell	4,777 -540	-10%	-$37.5K	0.02%	433
2025 Q1	$358K	Buy	5,317 +5	+0.1%	+$353	0.03%	414
2024 Q4	$358K	Buy	5,312 +1,417	+36%	+$110K	0.03%	407
2024 Q3	$331K	Buy	+3,895	New	+$304K	0.03%	377

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 $3.38T AUM 44.17% 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 Wealth Management's NEE Position: Q2 2026 in Review

Diversify Wealth Management increased its NextEra Energy (NEE) stake by 29% in Q2 2026, buying an estimated $1.96M and bringing the position to 96,075 shares worth $8.53M. The position accounts for 0.14% of the portfolio, ranked #151.

Diversify Wealth Management first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Diversify Wealth Management held 96,075 shares of NextEra Energy worth $8.53M as of Q2 2026.
Diversify Wealth Management bought 21,637 NextEra Energy shares in Q2 2026, an estimated $1.96M.
NextEra Energy made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #151 holding.
Diversify Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.