Financial Life Planners’s NextEra Energy NEE Stock Holding History

Financial Life Planners’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	$28.3K	Buy	322 +2	+0.6%	+$181	0.02%	165
2026 Q1	$29.7K	Buy	+320	New	+$28.4K	0.02%	152
2025 Q4	–	Sell	-315	Closed	-$23.8K	–	235
2025 Q3	$23.8K	Buy	+315	New	+$23K	0.02%	190
2025 Q1	–	Sell	-308	Closed	-$22.1K	–	275
2024 Q4	$22.1K	Buy	+308	New	+$23.9K	0.02%	193

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Life Planners's NEE Position: Q2 2026 in Review

Financial Life Planners increased its NextEra Energy (NEE) stake by 0.63% in Q2 2026, buying an estimated $181 and bringing the position to 322 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Financial Life Planners first reported a position in NEE in Q4 2024 and has held it in 4 quarters since. The position peaked at $29.7K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Financial Life Planners held 322 shares of NextEra Energy worth $28.3K as of Q2 2026.
Financial Life Planners bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
NextEra Energy made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #165 holding.
Financial Life Planners first reported a position in NextEra Energy in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's NextEra Energy position peaked at $29.7K in Q1 2026.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.