Eagle Wealth Strategies’s NextEra Energy NEE Stock Holding History

Eagle Wealth Strategies’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	$984K	Buy	11,211 +39	+0.3%	+$3.53K	0.38%	29
2026 Q1	$1.04M	Buy	11,172 +24	+0.2%	+$2.13K	0.46%	26
2025 Q4	$895K	Sell	11,148 -21	-0.2%	-$1.74K	0.42%	26
2025 Q3	$843K	Buy	11,169 +15	+0.1%	+$1.1K	0.42%	25
2025 Q2	$774K	Buy	11,154 +149	+1%	+$10.3K	0.43%	26
2025 Q1	$780K	Buy	11,005 +174	+2%	+$12.3K	0.48%	20
2024 Q4	$776K	Buy	10,831 +127	+1%	+$9.87K	0.56%	19
2024 Q3	$905K	Sell	10,704 -650	-6%	-$50.7K	0.66%	19
2024 Q2	$804K	Sell	11,354 -72	-0.6%	-$5.11K	0.65%	19
2024 Q1	$724K	Buy	+11,426	New	+$669K	0.59%	19

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Eagle Wealth Strategies's NEE Position: Q2 2026 in Review

Eagle Wealth Strategies increased its NextEra Energy (NEE) stake by 0.35% in Q2 2026, buying an estimated $3.53K and bringing the position to 11,211 shares worth $984K. The position accounts for 0.38% of the portfolio, ranked #29.

Eagle Wealth Strategies first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Eagle Wealth Strategies held 11,211 shares of NextEra Energy worth $984K as of Q2 2026.
Eagle Wealth Strategies bought 39 NextEra Energy shares in Q2 2026, an estimated $3.53K.
NextEra Energy made up 0.38% of Eagle Wealth Strategies's portfolio in Q2 2026, its #29 holding.
Eagle Wealth Strategies first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Eagle Wealth Strategies's NextEra Energy position peaked at $1.04M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.