Elwood & Goetz Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$1.44M	Sell	16,395 -113	-0.7%	-$10.2K	0.21%	39
2026 Q1	$1.53M	Buy	16,508 +322	+2%	+$28.6K	0.26%	35
2025 Q4	$1.3M	Buy	16,186 +19	+0.1%	+$1.57K	0.23%	38
2025 Q3	$1.22M	Buy	16,167 +22	+0.1%	+$1.61K	0.23%	38
2025 Q2	$1.12M	Buy	16,145 +11,484	+246%	+$798K	0.24%	33
2025 Q1	$330K	Sell	4,661 -3,943	-46%	-$278K	0.08%	69
2024 Q4	$617K	Buy	8,604 +65	+0.8%	+$5.05K	0.15%	44
2024 Q3	$722K	Hold	8,539	–	–	0.18%	41
2024 Q2	$605K	Hold	8,539	–	–	0.17%	38
2024 Q1	$546K	Sell	8,539 -1,107	-11%	-$64.9K	0.13%	48
2023 Q4	$586K	Buy	9,646 +1,183	+14%	+$67.4K	0.12%	43
2023 Q3	$485K	Buy	8,463 +3,943	+87%	+$273K	0.11%	46
2023 Q2	$335K	Hold	4,520	–	–	0.08%	51
2023 Q1	$348K	Hold	4,520	–	–	0.08%	48
2022 Q4	$378K	Sell	4,520 -17	-0.4%	-$1.37K	0.12%	45
2022 Q3	$356K	Buy	4,537 +17	+0.4%	+$1.44K	0.12%	48
2022 Q2	$350K	Hold	4,520	–	–	0.12%	44
2022 Q1	$383K	Sell	4,520 -60	-1%	-$4.81K	0.12%	46
2021 Q4	$428K	Hold	4,580	–	–	0.13%	42
2021 Q3	$360K	Hold	4,580	–	–	0.12%	40
2021 Q2	$336K	Buy	4,580 +60	+1%	+$4.5K	0.13%	39
2021 Q1	$342K	Hold	4,520	–	–	0.14%	36
2020 Q4	$349K	Buy	+4,520	New	+$338K	0.16%	37

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

Elwood & Goetz Wealth Advisory Group's NEE Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its NextEra Energy (NEE) stake by 0.68% in Q2 2026, selling an estimated $10.2K and leaving 16,395 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #39.

Elwood & Goetz Wealth Advisory Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.53M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 16,395 shares of NextEra Energy worth $1.44M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 113 NextEra Energy shares in Q2 2026, an estimated $10.2K.
NextEra Energy made up 0.21% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #39 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Elwood & Goetz Wealth Advisory Group's NextEra Energy position peaked at $1.53M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.