Flaharty Asset Management’s NextEra Energy NEE Stock Holding History

Flaharty Asset 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	$201K	Sell	2,272 -616	-21%	-$55.7K	0.29%	51
2026 Q1	$268K	Buy	+2,888	New	+$257K	0.03%	117
2025 Q3	–	Sell	-3,295	Closed	-$229K	–	142
2025 Q2	$229K	Sell	3,295 -441	-12%	-$30.6K	0.03%	114
2025 Q1	$265K	Buy	3,736 +100	+3%	+$7.06K	0.04%	98
2024 Q4	$261K	Buy	3,636 +5	+0.1%	+$388	0.04%	104
2024 Q3	$307K	Sell	3,631 -59	-2%	-$4.6K	0.04%	89
2024 Q2	$261K	Sell	3,690 -1,727	-32%	-$123K	0.04%	99
2024 Q1	$346K	Buy	5,417 +246	+5%	+$14.4K	0.05%	86
2023 Q4	$314K	Sell	5,171 -7	-0.1%	-$399	0.05%	89
2023 Q3	$297K	Sell	5,178 -201	-4%	-$13.9K	0.05%	85
2023 Q2	$399K	Buy	5,379 +1,082	+25%	+$81.9K	0.07%	70
2023 Q1	$331K	Sell	4,297 -181	-4%	-$13.9K	0.06%	76
2022 Q4	$374K	Buy	4,478 +20	+0.4%	+$1.62K	0.07%	75
2022 Q3	$350K	Buy	4,458 +47	+1%	+$3.99K	0.07%	77
2022 Q2	$342K	Buy	4,411 +908	+26%	+$69.1K	0.07%	77
2022 Q1	$297K	Buy	3,503 +2	+0.1%	+$160	0.05%	90
2021 Q4	$327K	Buy	3,501 +6	+0.2%	+$519	0.06%	91
2021 Q3	$274K	Buy	3,495 +169	+5%	+$13.6K	0.06%	101
2021 Q2	$244K	Buy	+3,326	New	+$250K	0.05%	103

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

Flaharty Asset Management's NEE Position: Q2 2026 in Review

Flaharty Asset Management reduced its NextEra Energy (NEE) stake by 21% in Q2 2026, selling an estimated $55.7K and leaving 2,272 shares worth $201K. The position accounts for 0.29% of the portfolio, ranked #51.

Flaharty Asset Management first reported a position in NEE in Q2 2021 and has held it in 19 quarters since. The position peaked at $399K in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Flaharty Asset Management held 2,272 shares of NextEra Energy worth $201K as of Q2 2026.
Flaharty Asset Management sold 616 NextEra Energy shares in Q2 2026, an estimated $55.7K.
NextEra Energy made up 0.29% of Flaharty Asset Management's portfolio in Q2 2026, its #51 holding.
Flaharty Asset Management first reported a position in NextEra Energy in Q2 2021 and has held it in 19 quarters since.
Flaharty Asset Management's NextEra Energy position peaked at $399K in Q2 2023.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.