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Financial & Tax Architects’s NextEra Energy NEE Stock Holding History

Financial & Tax Architects’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 		$7.49M Sell
85,355
-1,934
-2% -$175K 1.58% 21
2026
Q1 		$8.11M Sell
87,289
-7,024
-7% -$624K 1.81% 13
2025
Q4 		$7.57M Sell
94,313
-7,182
-7% -$595K 1.7% 19
2025
Q3 		$7.66M Buy
101,495
+6,072
+6% +$444K 1.69% 22
2025
Q2 		$6.62M Buy
95,423
+5,016
+6% +$348K 1.61% 24
2025
Q1 		$6.41M Buy
90,407
+5,283
+6% +$373K 1.61% 28
2024
Q4 		$6.1M Buy
85,124
+4,786
+6% +$372K 1.55% 25
2024
Q3 		$6.79M Sell
80,338
-2,150
-3% -$168K 1.75% 19
2024
Q2 		$5.84M Sell
82,488
-14,099
-15% -$1M 1.57% 26
2024
Q1 		$6.17M Buy
96,587
+9,908
+11% +$580K 1.7% 18
2023
Q4 		$5.26M Buy
86,679
+11,069
+15% +$631K 1.56% 28
2023
Q3 		$4.33M Buy
75,610
+9,611
+15% +$665K 1.35% 33
2023
Q2 		$4.9M Buy
65,999
+2,834
+4% +$215K 1.51% 31
2023
Q1 		$4.87M Buy
63,165
+4,568
+8% +$351K 1.6% 28
2022
Q4 		$4.79M Sell
58,597
-545
-0.9% -$44K 1.64% 25
2022
Q3 		$4.64M Sell
59,142
-160
-0.3% -$13.6K 1.74% 16
2022
Q2 		$4.59M Buy
59,302
+9,974
+20% +$759K 1.74% 21
2022
Q1 		$4.18M Buy
49,328
+4,762
+11% +$382K 1.58% 28
2021
Q4 		$4.16M Buy
44,566
+2,067
+5% +$179K 1.7% 18
2021
Q3 		$3.34M Buy
42,499
+3,727
+10% +$301K 1.52% 28
2021
Q2 		$2.84M Buy
38,772
+7,755
+25% +$582K 1.39% 34
2021
Q1 		$2.35M Buy
+31,017
New +$2.42M 1.32% 34

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 & Tax Architects's NEE Position: Q2 2026 in Review

Financial & Tax Architects reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $175K and leaving 85,355 shares worth $7.49M. The position accounts for 1.58% of the portfolio, ranked #21.

Financial & Tax Architects first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.11M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Financial & Tax Architects held 85,355 shares of NextEra Energy worth $7.49M as of Q2 2026.
  • Financial & Tax Architects sold 1,934 NextEra Energy shares in Q2 2026, an estimated $175K.
  • NextEra Energy made up 1.58% of Financial & Tax Architects's portfolio in Q2 2026, its #21 holding.
  • Financial & Tax Architects first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's NextEra Energy position peaked at $8.11M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.