FTWA
NEE icon

Fifth Third Wealth Advisors’s NextEra Energy NEE Stock Holding History

Fifth Third Wealth 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 		$6.94M Sell
79,088
-269
-0.3% -$24.3K 0.19% 92
2026
Q1 		$7.37M Buy
79,357
+6,352
+9% +$565K 0.25% 69
2025
Q4 		$5.86M Sell
73,005
-174
-0.2% -$14.4K 0.21% 84
2025
Q3 		$5.52M Buy
73,179
+2,367
+3% +$173K 0.2% 82
2025
Q2 		$4.92M Buy
70,812
+1,117
+2% +$77.6K 0.21% 87
2025
Q1 		$4.94M Buy
69,695
+8,029
+13% +$567K 0.26% 64
2024
Q4 		$4.42M Buy
61,666
+8,320
+16% +$646K 0.24% 65
2024
Q3 		$4.51M Buy
53,346
+6,103
+13% +$476K 0.28% 57
2024
Q2 		$3.35M Buy
47,243
+18,305
+63% +$1.3M 0.25% 62
2024
Q1 		$1.85M Buy
28,938
+5,461
+23% +$320K 0.29% 63
2023
Q4 		$1.43M Sell
23,477
-523
-2% -$29.8K 0.46% 55
2023
Q3 		$1.37M Buy
24,000
+11,758
+96% +$814K 0.56% 43
2023
Q2 		$908K Buy
12,242
+6,328
+107% +$479K 0.59% 47
2023
Q1 		$456K Buy
+5,914
New +$455K 0.84% 41

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

Fifth Third Wealth Advisors's NEE Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.34% in Q2 2026, selling an estimated $24.3K and leaving 79,088 shares worth $6.94M. The position accounts for 0.19% of the portfolio, ranked #92.

Fifth Third Wealth Advisors first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.37M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fifth Third Wealth Advisors held 79,088 shares of NextEra Energy worth $6.94M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 269 NextEra Energy shares in Q2 2026, an estimated $24.3K.
  • NextEra Energy made up 0.19% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Fifth Third Wealth Advisors first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's NextEra Energy position peaked at $7.37M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.