Flagship Wealth Advisors’s NextEra Energy NEE Stock Holding History

Flagship Wealth Advisors’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	$458K	Buy	5,219 +161	+3%	+$14.6K	0.1%	100
2026 Q1	$351K	Sell	5,058 -161	-3%	-$14.3K	0.15%	75
2025 Q4	$419K	Hold	5,219	–	–	0.12%	81
2025 Q3	$394K	Buy	5,219 +161	+3%	+$11.8K	0.13%	85
2025 Q2	$351K	Hold	5,058	–	–	0.13%	82
2025 Q1	$359K	Hold	5,058	–	–	0.15%	76
2024 Q4	$363K	Buy	+5,058	New	+$393K	0.21%	61

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Flagship Wealth Advisors's NEE Position: Q2 2026 in Review

Flagship Wealth Advisors increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,219 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #100.

Flagship Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Flagship Wealth Advisors held 5,219 shares of NextEra Energy worth $458K as of Q2 2026.
Flagship Wealth Advisors bought 161 NextEra Energy shares in Q2 2026, an estimated $14.6K.
NextEra Energy made up 0.1% of Flagship Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Flagship Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.