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Farther Finance Advisors’s NextEra Energy NEE Stock Holding History

Farther Finance Advisors’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 		$351K Buy
4,000
+1,800
+82% +$163K ﹤0.01% 1826
2026
Q1 		$204K Buy
+2,200
New +$196K ﹤0.01% 2000

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Farther Finance Advisors's NEE Position: Q2 2026 in Review

Farther Finance Advisors increased its NextEra Energy (NEE) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 139,958 shares worth $12.3M. The position accounts for 0.1% of the portfolio, ranked #186.

Farther Finance Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Farther Finance Advisors held 139,958 shares of NextEra Energy worth $12.3M as of Q2 2026.
  • Farther Finance Advisors bought 13,158 NextEra Energy shares in Q2 2026, an estimated $1.19M.
  • NextEra Energy made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #186 holding.
  • Farther Finance Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.