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Ethos Financial Group’s NextEra Energy NEE Stock Holding History

Ethos Financial 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 		$4.12M Sell
46,933
-5,216
-10% -$472K 0.28% 81
2026
Q1 		$4.22M Buy
52,149
+2,301
+5% +$205K 0.31% 80
2025
Q4 		$4M Sell
49,848
-668
-1% -$55.3K 0.3% 83
2025
Q3 		$3.81M Buy
50,516
+1,266
+3% +$92.5K 0.3% 80
2025
Q2 		$3.42M Sell
49,250
-5,021
-9% -$349K 0.29% 83
2025
Q1 		$3.85M Buy
54,271
+45,992
+556% +$3.25M 0.37% 65
2024
Q4 		$594K Sell
8,279
-332
-4% -$25.8K 0.08% 143
2024
Q3 		$728K Sell
8,611
-1,323
-13% -$103K 0.12% 98
2024
Q2 		$710K Sell
9,934
-762
-7% -$54.1K 0.13% 101
2024
Q1 		$684K Sell
10,696
-356
-3% -$20.9K 0.13% 108
2023
Q4 		$671K Buy
11,052
+378
+4% +$21.5K 0.14% 107
2023
Q3 		$612K Sell
10,674
-100
-0.9% -$6.92K 0.16% 82
2023
Q2 		$835K Hold
10,774
– – 0.28% 55
2023
Q1 		$835K Buy
10,774
+380
+4% +$29.2K 0.26% 61
2022
Q4 		$875K Buy
+10,394
New +$840K 0.3% 53

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ethos Financial Group's NEE Position: Q2 2026 in Review

Ethos Financial Group reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $472K and leaving 46,933 shares worth $4.12M. The position accounts for 0.28% of the portfolio, ranked #81.

Ethos Financial Group first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ethos Financial Group held 46,933 shares of NextEra Energy worth $4.12M as of Q2 2026.
  • Ethos Financial Group sold 5,216 NextEra Energy shares in Q2 2026, an estimated $472K.
  • NextEra Energy made up 0.28% of Ethos Financial Group's portfolio in Q2 2026, its #81 holding.
  • Ethos Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's NextEra Energy position peaked at $4.22M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.