Forum Finance Group’s NextEra Energy NEE Stock Holding History

Forum Finance 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	$256K	Sell	3,606 -139	-4%	-$12.6K	0.09%	136
2026 Q1	$280K	Buy	+3,745	New	+$333K	0.15%	108

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

Forum Finance Group's NEE Position: Q2 2026 in Review

Forum Finance Group reduced its NextEra Energy (NEE) stake by 3.7% in Q2 2026, selling an estimated $12.6K and leaving 3,606 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #136.

Forum Finance Group first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Forum Finance Group held 3,606 shares of NextEra Energy worth $256K as of Q2 2026.
Forum Finance Group sold 139 NextEra Energy shares in Q2 2026, an estimated $12.6K.
NextEra Energy made up 0.09% of Forum Finance Group's portfolio in Q2 2026, its #136 holding.
Forum Finance Group first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
Forum Finance Group's NextEra Energy position peaked at $280K in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.