Foguth Wealth Management’s NextEra Energy NEE Stock Holding History

Foguth 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	$350K	Buy	3,983 +83	+2%	+$7.51K	0.04%	153
2026 Q1	$339K	Buy	3,900 +810	+26%	+$72K	0.04%	146
2025 Q4	$250K	Buy	+3,090	New	+$256K	0.04%	148
2025 Q2	–	Sell	-2,843	Closed	-$202K	–	154
2025 Q1	$202K	Sell	2,843 -591	-17%	-$41.7K	0.05%	148
2024 Q4	$250K	Sell	3,434 -177	-5%	-$13.8K	0.07%	129
2024 Q3	$291K	Sell	3,611 -534	-13%	-$41.7K	0.11%	102
2024 Q2	$294K	Buy	4,145 +419	+11%	+$29.7K	0.13%	100
2024 Q1	$238K	Buy	+3,726	New	+$218K	0.13%	114

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Foguth Wealth Management increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $7.51K and bringing the position to 3,983 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #153.

Foguth Wealth Management first reported a position in NEE in Q1 2024 and has held it in 8 quarters since. 972 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Foguth Wealth Management held 3,983 shares of NextEra Energy worth $350K as of Q2 2026.
Foguth Wealth Management bought 83 NextEra Energy shares in Q2 2026, an estimated $7.51K.
NextEra Energy made up 0.04% of Foguth Wealth Management's portfolio in Q2 2026, its #153 holding.
Foguth Wealth Management first reported a position in NextEra Energy in Q1 2024 and has held it in 8 quarters since.
972 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.