Shah Wealth Advisors, LLC’s NextEra Energy NEE Stock Holding History

Shah Wealth Advisors, LLC’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	$388K	Buy	+4,417	New	+$400K	0.09%	60

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Shah Wealth Advisors, LLC's NEE Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in NextEra Energy (NEE) in Q2 2026: 4,417 shares worth $388K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings.

2,088 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Shah Wealth Advisors, LLC held 4,417 shares of NextEra Energy worth $388K as of Q2 2026.
NextEra Energy was a new Shah Wealth Advisors, LLC position in Q2 2026.
NextEra Energy made up 0.09% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #60 holding.
2,088 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.