Financial Security Advisor’s NextEra Energy NEE Stock Holding History

Financial Security Advisor’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	$280K	Buy	3,188 +212	+7%	+$19.2K	0.05%	137
2026 Q1	$276K	Buy	2,976 +116	+4%	+$10.3K	0.05%	131
2025 Q4	$230K	Buy	2,860 +64	+2%	+$5.3K	0.04%	145
2025 Q3	$211K	Buy	+2,796	New	+$204K	0.04%	137
2024 Q4	–	Sell	-2,795	Closed	-$236K	–	125
2024 Q3	$236K	Sell	2,795 -136	-5%	-$10.6K	0.06%	100
2024 Q2	$208K	Buy	+2,931	New	+$208K	0.07%	105

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 Security Advisor's NEE Position: Q2 2026 in Review

Financial Security Advisor increased its NextEra Energy (NEE) stake by 7.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,188 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #137.

Financial Security Advisor first reported a position in NEE in Q2 2024 and has held it in 6 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Financial Security Advisor held 3,188 shares of NextEra Energy worth $280K as of Q2 2026.
Financial Security Advisor bought 212 NextEra Energy shares in Q2 2026, an estimated $19.2K.
NextEra Energy made up 0.05% of Financial Security Advisor's portfolio in Q2 2026, its #137 holding.
Financial Security Advisor first reported a position in NextEra Energy in Q2 2024 and has held it in 6 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.