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Forza Wealth Management’s NextEra Energy NEE Stock Holding History

Forza Wealth 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 		$228K Hold
2,599
– – 0.07% 184
2026
Q1 		$241K Buy
+2,599
New +$231K 0.08% 176
2024
Q4 		– Sell
-2,723
Closed -$230K – 188
2024
Q3 		$230K Buy
+2,723
New +$213K 0.11% 168

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

Forza Wealth Management's NEE Position: Q2 2026 in Review

Forza Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,599 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #184.

Forza Wealth Management first reported a position in NEE in Q3 2024 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Forza Wealth Management held 2,599 shares of NextEra Energy worth $228K as of Q2 2026.
  • Forza Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.07% of Forza Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Forza Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 3 quarters since.
  • Forza Wealth Management's NextEra Energy position peaked at $241K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.