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Financial Solutions Advisory Group’s NextEra Energy NEE Stock Holding History

Financial Solutions Advisory Group’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 		$591K Hold
6,791
– – 0.07% 100
2026
Q1 		$631K Buy
+6,791
New +$604K 0.09% 90

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Financial Solutions Advisory Group's NEE Position: Q2 2026 in Review

Financial Solutions Advisory Group held its NextEra Energy (NEE) position steady in Q2 2026 at 6,791 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #100.

Financial Solutions Advisory Group first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $631K in Q1 2026. 854 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Financial Solutions Advisory Group held 6,791 shares of NextEra Energy worth $591K as of Q2 2026.
  • Financial Solutions Advisory Group left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.07% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Financial Solutions Advisory Group first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's NextEra Energy position peaked at $631K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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