Financial Advisory Partners’s NextEra Energy NEE Stock Holding History

Financial Advisory Partners’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	$4.98M	Sell	56,741 -640	-1%	-$57.9K	1.3%	21
2026 Q1	$5.33M	Sell	57,381 -819	-1%	-$72.8K	1.51%	19
2025 Q4	$4.67M	Sell	58,200 -521	-0.9%	-$43.2K	1.32%	23
2025 Q3	$4.43M	Sell	58,721 -935	-2%	-$68.3K	1.29%	24
2025 Q2	$4.14M	Sell	59,656 -894	-1%	-$62.1K	1.3%	26
2025 Q1	$4.29M	Sell	60,550 -1,363	-2%	-$96.2K	1.44%	24
2024 Q4	$4.44M	Sell	61,913 -512	-0.8%	-$39.8K	1.47%	19
2024 Q3	$5.28M	Sell	62,425 -1,121	-2%	-$87.5K	1.75%	11
2024 Q2	$4.5M	Sell	63,546 -2,997	-5%	-$213K	1.68%	13
2024 Q1	$4.25M	Sell	66,543 -8,519	-11%	-$499K	1.64%	14
2023 Q4	$4.56M	Buy	75,062 +9,808	+15%	+$559K	1.66%	14
2023 Q3	$3.74M	Sell	65,254 -324	-0.5%	-$22.4K	1.51%	27
2023 Q2	$4.87M	Sell	65,578 -434	-0.7%	-$32.9K	1.87%	9
2023 Q1	$5.09M	Buy	66,012 +5,389	+9%	+$414K	2.01%	7
2022 Q4	$5.06M	Sell	60,623 -1,291	-2%	-$104K	2.09%	7
2022 Q3	$4.85M	Sell	61,914 -151	-0.2%	-$12.8K	2.11%	6
2022 Q2	$4.81M	Buy	62,065 +1,534	+3%	+$117K	1.98%	9
2022 Q1	$5.13M	Buy	60,531 +5,958	+11%	+$477K	1.9%	12
2021 Q4	$5.09M	Buy	+54,573	New	+$4.72M	1.86%	15

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Advisory Partners's NEE Position: Q2 2026 in Review

Financial Advisory Partners reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $57.9K and leaving 56,741 shares worth $4.98M. The position accounts for 1.3% of the portfolio, ranked #21.

Financial Advisory Partners first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.33M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Financial Advisory Partners held 56,741 shares of NextEra Energy worth $4.98M as of Q2 2026.
Financial Advisory Partners sold 640 NextEra Energy shares in Q2 2026, an estimated $57.9K.
NextEra Energy made up 1.3% of Financial Advisory Partners's portfolio in Q2 2026, its #21 holding.
Financial Advisory Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's NextEra Energy position peaked at $5.33M in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.