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Fortitude Advisory Group’s NextEra Energy NEE Stock Holding History

Fortitude Advisory Group’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 		$254K Buy
2,896
+11
+0.4% +$995 0.1% 184
2026
Q1 		$268K Sell
2,885
-49
-2% -$4.36K 0.12% 166
2025
Q4 		$236K Hold
2,934
– – 0.1% 176
2025
Q3 		$221K Sell
2,934
-141
-5% -$10.3K 0.12% 181
2025
Q2 		$213K Sell
3,075
-163
-5% -$11.3K 0.12% 183
2025
Q1 		$213K Sell
3,238
-74
-2% -$5.22K 0.15% 166
2024
Q4 		$237K Sell
3,312
-257
-7% -$20K 0.14% 153
2024
Q3 		$302K Buy
3,569
+473
+15% +$36.9K 0.19% 123
2024
Q2 		$219K Sell
3,096
-257
-8% -$18.2K 0.13% 162
2024
Q1 		$214K Sell
3,353
-5,543
-62% -$325K 0.12% 180
2023
Q4 		$540K Buy
8,896
+3,964
+80% +$226K 0.33% 66
2023
Q3 		$283K Buy
4,932
+1,591
+48% +$110K 0.19% 123
2023
Q2 		$248K Sell
3,341
-779
-19% -$59K 0.18% 148
2023
Q1 		$318K Buy
4,120
+120
+3% +$9.23K 0.25% 110
2022
Q4 		$334K Buy
4,000
+23
+0.6% +$1.86K 0.28% 102
2022
Q3 		$312K Buy
3,977
+212
+6% +$18K 0.3% 94
2022
Q2 		$292K Hold
3,765
– – 0.27% 108
2022
Q1 		$319K Buy
3,765
+73
+2% +$5.85K 0.17% 114
2021
Q4 		$345K Buy
+3,692
New +$319K 0.17% 109

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's NEE Position: Q2 2026 in Review

Fortitude Advisory Group increased its NextEra Energy (NEE) stake by 0.38% in Q2 2026, buying an estimated $995 and bringing the position to 2,896 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #184.

Fortitude Advisory Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $540K in Q4 2023. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fortitude Advisory Group held 2,896 shares of NextEra Energy worth $254K as of Q2 2026.
  • Fortitude Advisory Group bought 11 NextEra Energy shares in Q2 2026, an estimated $995.
  • NextEra Energy made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #184 holding.
  • Fortitude Advisory Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's NextEra Energy position peaked at $540K in Q4 2023.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.