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Falcon Wealth Planning’s NextEra Energy NEE Stock Holding History

Falcon Wealth Planning’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 		$261K Sell
2,969
-459
-13% -$41.5K 0.02% 206
2026
Q1 		$318K Buy
+3,428
New +$305K 0.02% 173

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

Falcon Wealth Planning's NEE Position: Q2 2026 in Review

Falcon Wealth Planning reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $41.5K and leaving 2,969 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #206.

Falcon Wealth Planning first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $318K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Falcon Wealth Planning held 2,969 shares of NextEra Energy worth $261K as of Q2 2026.
  • Falcon Wealth Planning sold 459 NextEra Energy shares in Q2 2026, an estimated $41.5K.
  • NextEra Energy made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #206 holding.
  • Falcon Wealth Planning first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Falcon Wealth Planning's NextEra Energy position peaked at $318K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.