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Financial Gravity Companies’s NextEra Energy NEE Stock Holding History

Financial Gravity Companies’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 		$533K Buy
+6,076
New +$550K 0.09% 107
2025
Q2 		$415K Buy
+5,977
New +$415K 0.08% 109
2024
Q4 		$1.43K Buy
20
+1
+5% +$78 ﹤0.01% 790
2024
Q3 		$1.61K Buy
+19
New +$1.48K ﹤0.01% 536
2018
Q4 		$16K Buy
+352
New +$15.4K 0.01% 506
2018
Q1 		$239K Buy
5,844
+892
+18% +$34.4K 0.24% 72
2017
Q4 		$196K Buy
+4,952
New +$191K 0.23% 85

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

Financial Gravity Companies's NEE Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in NextEra Energy (NEE) in Q2 2026: 6,076 shares worth $533K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NEE as recently as Q2 2025.

Financial Gravity Companies first reported a position in NEE in Q4 2017 and has held it in 7 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Financial Gravity Companies held 6,076 shares of NextEra Energy worth $533K as of Q2 2026.
  • NextEra Energy was a new Financial Gravity Companies position in Q2 2026.
  • NextEra Energy made up 0.09% of Financial Gravity Companies's portfolio in Q2 2026, its #107 holding.
  • Financial Gravity Companies first reported a position in NextEra Energy in Q4 2017 and has held it in 7 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.