FMA Wealth Management’s NextEra Energy NEE Stock Holding History

FMA 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	$653K	Hold	7,444	–	–	0.42%	25
2026 Q1	$691K	Hold	7,444	–	–	0.46%	25
2025 Q4	$598K	Sell	7,444 -50	-0.7%	-$4.14K	0.39%	26
2025 Q3	$566K	Hold	7,494	–	–	0.39%	27
2025 Q2	$520K	Hold	7,494	–	–	0.39%	27
2025 Q1	$526K	Hold	7,494	–	–	0.4%	26
2024 Q4	$537K	Sell	7,494 -600	-7%	-$46.6K	0.4%	27
2024 Q3	$684K	Sell	8,094 -44	-0.5%	-$3.43K	0.5%	27
2024 Q2	$576K	Sell	8,138 -418	-5%	-$29.7K	0.47%	28
2024 Q1	$547K	Hold	8,556	–	–	0.45%	28
2023 Q4	$520K	Buy	+8,556	New	+$488K	0.47%	26

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

FMA Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 7,444 shares worth $653K. The position accounts for 0.42% of the portfolio, ranked #25.

FMA Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $691K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

FMA Wealth Management held 7,444 shares of NextEra Energy worth $653K as of Q2 2026.
FMA Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.42% of FMA Wealth Management's portfolio in Q2 2026, its #25 holding.
FMA Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's NextEra Energy position peaked at $691K in Q1 2026.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.