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Fingerlakes Wealth Management’s NextEra Energy NEE Stock Holding History

Fingerlakes Wealth Management’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 		$1.46M Buy
16,669
+116
+0.7% +$10.5K 0.79% 33
2026
Q1 		$1.54M Buy
16,553
+106
+0.6% +$9.42K 1.02% 31
2025
Q4 		$1.32M Buy
16,447
+232
+1% +$19.2K 0.84% 32
2025
Q3 		$1.22M Buy
16,215
+124
+0.8% +$9.06K 0.8% 31
2025
Q2 		$1.12M Buy
16,091
+150
+0.9% +$10.4K 0.83% 33
2025
Q1 		$1.13M Buy
15,941
+37
+0.2% +$2.61K 0.96% 30
2024
Q4 		$1.14M Buy
15,904
+81
+0.5% +$6.29K 0.92% 33
2024
Q3 		$1.34M Buy
15,823
+93
+0.6% +$7.26K 1.11% 30
2024
Q2 		$1.11M Buy
15,730
+107
+0.7% +$7.59K 1% 31
2024
Q1 		$998K Buy
15,623
+129
+0.8% +$7.56K 0.96% 32
2023
Q4 		$941K Buy
15,494
+114
+0.7% +$6.5K 1.01% 33
2023
Q3 		$881K Sell
15,380
-41
-0.3% -$2.84K 1.08% 32
2023
Q2 		$1.14M Buy
15,421
+95
+0.6% +$7.19K 1.31% 27
2023
Q1 		$1.18M Buy
15,326
+44
+0.3% +$3.38K 1.47% 21
2022
Q4 		$1.28M Buy
15,282
+74
+0.5% +$5.98K 1.76% 16
2022
Q3 		$1.19M Buy
15,208
+1,185
+8% +$101K 1.74% 17
2022
Q2 		$1.09M Sell
14,023
-976
-7% -$74.3K 1.49% 20
2022
Q1 		$1.27M Buy
14,999
+78
+0.5% +$6.25K 1.49% 19
2021
Q4 		$1.4M Buy
+14,921
New +$1.29M 1.57% 19

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Fingerlakes Wealth Management's NEE Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its NextEra Energy (NEE) stake by 0.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 16,669 shares worth $1.46M. The position accounts for 0.79% of the portfolio, ranked #33.

Fingerlakes Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fingerlakes Wealth Management held 16,669 shares of NextEra Energy worth $1.46M as of Q2 2026.
  • Fingerlakes Wealth Management bought 116 NextEra Energy shares in Q2 2026, an estimated $10.5K.
  • NextEra Energy made up 0.79% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Fingerlakes Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's NextEra Energy position peaked at $1.54M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.