FWI
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Facet Wealth Inc’s NextEra Energy NEE Stock Holding History

Facet Wealth Inc’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 		$986K Buy
11,230
+1,353
+14% +$122K 0.01% 131
2026
Q1 		$917K Buy
9,877
+1,498
+18% +$133K 0.02% 109
2025
Q4 		$734K Buy
8,379
+1,695
+25% +$140K 0.01% 120
2025
Q3 		$505K Buy
6,684
+246
+4% +$18K 0.01% 116
2025
Q2 		$457K Buy
6,438
+1,067
+20% +$74.1K 0.01% 101
2025
Q1 		$355K Sell
5,371
-93
-2% -$6.56K 0.01% 101
2024
Q4 		$373K Buy
5,464
+3
+0.1% +$233 0.01% 100
2024
Q3 		$422K Sell
5,461
-73
-1% -$5.7K 0.01% 97
2024
Q2 		$411K Buy
5,534
+366
+7% +$26K 0.01% 93
2024
Q1 		$368K Buy
5,168
+371
+8% +$21.7K 0.01% 84
2023
Q4 		$270K Buy
+4,797
New +$273K 0.01% 95

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 $3.37T AUM 44.26% 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

Facet Wealth Inc's NEE Position: Q2 2026 in Review

Facet Wealth Inc increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $122K and bringing the position to 11,230 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #131.

Facet Wealth Inc first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Facet Wealth Inc held 11,230 shares of NextEra Energy worth $986K as of Q2 2026.
  • Facet Wealth Inc bought 1,353 NextEra Energy shares in Q2 2026, an estimated $122K.
  • NextEra Energy made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #131 holding.
  • Facet Wealth Inc first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.