EFG
NEE icon

Everhart Financial Group’s NextEra Energy NEE Stock Holding History

Everhart 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 		$1.48M Sell
16,849
-2,248
-12% -$203K 0.09% 112
2026
Q1 		$1.77M Buy
19,097
+4,583
+32% +$407K 0.15% 89
2025
Q4 		$1.17M Buy
14,514
+748
+5% +$62K 0.11% 132
2025
Q3 		$1.04M Buy
13,766
+609
+5% +$44.5K 0.1% 134
2025
Q2 		$913K Buy
13,157
+862
+7% +$59.9K 0.11% 129
2025
Q1 		$872K Sell
12,295
-246
-2% -$17.4K 0.12% 123
2024
Q4 		$899K Sell
12,541
-1,171
-9% -$91K 0.19% 111
2024
Q3 		$1.16M Buy
13,712
+1,910
+16% +$149K 0.26% 79
2024
Q2 		$836K Buy
11,802
+4,711
+66% +$334K 0.22% 98
2024
Q1 		$453K Buy
7,091
+2,251
+47% +$132K 0.13% 162
2023
Q4 		$294K Buy
4,840
+363
+8% +$20.7K 0.1% 182
2023
Q3 		$256K Sell
4,477
-4,999
-53% -$346K 0.11% 175
2023
Q2 		$703K Buy
9,476
+170
+2% +$12.9K 0.29% 72
2023
Q1 		$717K Sell
9,306
-1,492
-14% -$115K 0.32% 62
2022
Q4 		$903K Buy
10,798
+1,251
+13% +$101K 0.45% 44
2022
Q3 		$748K Buy
9,547
+1,083
+13% +$91.9K 0.41% 44
2022
Q2 		$656K Buy
8,464
+1,306
+18% +$99.4K 0.4% 51
2022
Q1 		$606K Buy
7,158
+1,467
+26% +$118K 0.35% 61
2021
Q4 		$531K Buy
5,691
+2,932
+106% +$253K 0.32% 58
2021
Q3 		$217K Sell
2,759
-662
-19% -$53.4K 0.15% 97
2021
Q2 		$251K Sell
3,421
-226
-6% -$17K 0.17% 82
2021
Q1 		$276K Buy
3,647
+118
+3% +$9.21K 0.24% 62
2020
Q4 		$272K Buy
+3,529
New +$264K 0.25% 62

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Everhart Financial Group reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $203K and leaving 16,849 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #112.

Everhart Financial Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Everhart Financial Group held 16,849 shares of NextEra Energy worth $1.48M as of Q2 2026.
  • Everhart Financial Group sold 2,248 NextEra Energy shares in Q2 2026, an estimated $203K.
  • NextEra Energy made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #112 holding.
  • Everhart Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's NextEra Energy position peaked at $1.77M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.