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FMB Wealth Management’s NextEra Energy NEE Stock Holding History

FMB 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 		– Sell
-2,275
Closed -$211K – 76
2026
Q1 		$211K Sell
2,275
-506
-18% -$45K 0.09% 72
2025
Q4 		$223K Buy
2,781
+6
+0.2% +$497 0.09% 86
2025
Q3 		$209K Buy
+2,775
New +$203K 0.09% 86
2024
Q4 		– Sell
-2,743
Closed -$232K – 73
2024
Q3 		$232K Buy
+2,743
New +$214K 0.13% 65

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

FMB Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,275 shares — an estimated $211K sold.

FMB Wealth Management first reported a position in NEE in Q3 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 1,212 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • FMB Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • FMB Wealth Management sold 2,275 NextEra Energy shares in Q2 2026, an estimated $211K.
  • FMB Wealth Management first reported a position in NextEra Energy in Q3 2024 and held it in 4 quarters.
  • FMB Wealth Management's NextEra Energy position peaked at $232K in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.