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Fortis Group Advisors’s NextEra Energy NEE Stock Holding History

Fortis Group 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 		$1.49K Buy
+17
New +$1.54K ﹤0.01% 529
2020
Q3 		$5.43M Buy
+78,312
New +$5.41M 1.05% 21

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fortis Group Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 17 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in NEE as recently as Q3 2020.

Fortis Group Advisors first reported a position in NEE in Q3 2020 and has held it in 2 quarters since. The position peaked at $5.43M in Q3 2020. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fortis Group Advisors held 17 shares of NextEra Energy worth $1.49K as of Q2 2026.
  • NextEra Energy was a new Fortis Group Advisors position in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #529 holding.
  • Fortis Group Advisors first reported a position in NextEra Energy in Q3 2020 and has held it in 2 quarters since.
  • Fortis Group Advisors's NextEra Energy position peaked at $5.43M in Q3 2020.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.