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Forum Financial Management’s NextEra Energy NEE Stock Holding History

Forum Financial 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 		$749K Buy
8,536
+92
+1% +$8.32K 0.01% 164
2026
Q1 		$784K Sell
8,444
-80
-0.9% -$7.11K 0.01% 144
2025
Q4 		$684K Buy
8,524
+41
+0.5% +$3.4K 0.01% 355
2025
Q3 		$640K Sell
8,483
-279
-3% -$20.4K 0.01% 364
2025
Q2 		$608K Sell
8,762
-1,002
-10% -$69.6K 0.01% 346
2025
Q1 		$692K Sell
9,764
-192
-2% -$13.6K 0.01% 276
2024
Q4 		$714K Buy
9,956
+3,164
+47% +$246K 0.01% 272
2024
Q3 		$574K Buy
6,792
+218
+3% +$17K 0.01% 290
2024
Q2 		$465K Buy
6,574
+189
+3% +$13.4K 0.01% 329
2024
Q1 		$408K Buy
6,385
+562
+10% +$32.9K 0.01% 395
2023
Q4 		$354K Sell
5,823
-433
-7% -$24.7K 0.01% 391
2023
Q3 		$358K Sell
6,256
-289
-4% -$20K 0.01% 367
2023
Q2 		$486K Buy
6,545
+215
+3% +$16.3K 0.01% 302
2023
Q1 		$488K Buy
6,330
+1,888
+43% +$145K 0.01% 270
2022
Q4 		$371K Buy
4,442
+22
+0.5% +$1.78K 0.01% 327
2022
Q3 		$347K Sell
4,420
-31
-0.7% -$2.63K 0.02% 306
2022
Q2 		$345K Buy
4,451
+946
+27% +$72K 0.02% 314
2022
Q1 		$296K Sell
3,505
-49
-1% -$3.93K 0.01% 399
2021
Q4 		$332K Buy
+3,554
New +$307K 0.02% 371

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 $3.37T AUM 44.26% 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

Forum Financial Management's NEE Position: Q2 2026 in Review

Forum Financial Management increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $8.32K and bringing the position to 8,536 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #164.

Forum Financial Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $784K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Forum Financial Management held 8,536 shares of NextEra Energy worth $749K as of Q2 2026.
  • Forum Financial Management bought 92 NextEra Energy shares in Q2 2026, an estimated $8.32K.
  • NextEra Energy made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #164 holding.
  • Forum Financial Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's NextEra Energy position peaked at $784K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.