Fortis Capital Advisors’s NextEra Energy NEE Stock Holding History

Fortis Capital Advisors’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	$1.7M	Buy	19,403 +2,354	+14%	+$213K	0.19%	92
2026 Q1	$1.58M	Buy	17,049 +986	+6%	+$87.7K	0.21%	78
2025 Q4	$1.29M	Buy	+16,063	New	+$1.33M	0.19%	84
2025 Q2	–	Sell	-17,003	Closed	-$1.21M	–	268
2025 Q1	$1.21M	Sell	17,003 -1,383	-8%	-$97.6K	0.24%	69
2024 Q4	$1.48M	Buy	18,386 +6,284	+52%	+$488K	0.51%	38
2024 Q3	$1.02M	Sell	12,102 -4,867	-29%	-$380K	0.34%	62
2024 Q2	$1.2M	Sell	16,969 -875	-5%	-$62.1K	0.43%	40
2024 Q1	$1.14M	Buy	17,844 +10,601	+146%	+$621K	0.48%	37
2023 Q4	$440K	Buy	7,243 +2,959	+69%	+$169K	0.24%	65
2023 Q3	$245K	Sell	4,284 -962	-18%	-$66.6K	0.16%	88
2023 Q2	$389K	Buy	5,246 +271	+5%	+$20.5K	0.23%	59
2023 Q1	$383K	Sell	4,975 -214	-4%	-$16.5K	0.21%	67
2022 Q4	$434K	Buy	+5,189	New	+$419K	0.26%	58

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

Fortis Capital Advisors's NEE Position: Q2 2026 in Review

Fortis Capital Advisors increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $213K and bringing the position to 19,403 shares worth $1.7M. The position accounts for 0.19% of the portfolio, ranked #92.

Fortis Capital Advisors first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fortis Capital Advisors held 19,403 shares of NextEra Energy worth $1.7M as of Q2 2026.
Fortis Capital Advisors bought 2,354 NextEra Energy shares in Q2 2026, an estimated $213K.
NextEra Energy made up 0.19% of Fortis Capital Advisors's portfolio in Q2 2026, its #92 holding.
Fortis Capital Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.