PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s NextEra Energy NEE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$515K	Buy	5,872 +6	+0.1%	+$543	0.14%	103
2026 Q1	$545K	Sell	5,866 -219	-4%	-$19.5K	0.16%	92
2025 Q4	$489K	Sell	6,085 -53	-0.9%	-$4.39K	0.14%	100
2025 Q3	$463K	Buy	6,138 +904	+17%	+$66.1K	0.15%	89
2025 Q2	$363K	Sell	5,234 -599	-10%	-$41.6K	0.12%	102
2025 Q1	$414K	Buy	5,833 +528	+10%	+$37.3K	0.15%	92
2024 Q4	$380K	Buy	5,305 +3	+0.1%	+$233	0.15%	97
2024 Q3	$448K	Buy	5,302 +271	+5%	+$21.1K	0.23%	59
2024 Q2	$356K	Hold	5,031	–	–	0.2%	65
2024 Q1	$322K	Sell	5,031 -400	-7%	-$23.4K	0.21%	72
2023 Q4	$330K	Sell	5,431 -116	-2%	-$6.61K	0.21%	62
2023 Q3	$318K	Sell	5,547 -15	-0.3%	-$1.04K	0.23%	60
2023 Q2	$413K	Sell	5,562 -10	-0.2%	-$757	0.31%	45
2023 Q1	$429K	Buy	5,572 +41	+0.7%	+$3.15K	0.34%	37
2022 Q4	$462K	Buy	+5,531	New	+$447K	0.4%	35

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NEE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its NextEra Energy (NEE) stake by 0.1% in Q2 2026, buying an estimated $543 and bringing the position to 5,872 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #103.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $545K in Q1 2026. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 5,872 shares of NextEra Energy worth $515K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up 0.14% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #103 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NextEra Energy position peaked at $545K in Q1 2026.
1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.