First Heartland Consultants’s NextEra Energy NEE Stock Holding History

First Heartland Consultants’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	$252K	Sell	2,866 -223	-7%	-$20.2K	0.02%	523
2026 Q1	$287K	Buy	3,089 +11	+0.4%	+$978	0.02%	419
2025 Q4	$247K	Sell	3,078 -127	-4%	-$10.5K	0.02%	468
2025 Q3	$242K	Buy	+3,205	New	+$234K	0.02%	461
2023 Q1	–	Sell	-2,552	Closed	-$213K	–	380
2022 Q4	$213K	Buy	+2,552	New	+$206K	0.03%	346
2017 Q4	–	Sell	-5,812	Closed	-$213K	–	308
2017 Q3	$213K	Buy	+5,812	New	+$213K	0.05%	314

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

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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

First Heartland Consultants's NEE Position: Q2 2026 in Review

First Heartland Consultants reduced its NextEra Energy (NEE) stake by 7.2% in Q2 2026, selling an estimated $20.2K and leaving 2,866 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #523.

First Heartland Consultants first reported a position in NEE in Q3 2017 and has held it in 6 quarters since. The position peaked at $287K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Heartland Consultants held 2,866 shares of NextEra Energy worth $252K as of Q2 2026.
First Heartland Consultants sold 223 NextEra Energy shares in Q2 2026, an estimated $20.2K.
NextEra Energy made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #523 holding.
First Heartland Consultants first reported a position in NextEra Energy in Q3 2017 and has held it in 6 quarters since.
First Heartland Consultants's NextEra Energy position peaked at $287K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.