Foster Victor Wealth Advisors’s NextEra Energy NEE Stock Holding History

Foster Victor Wealth 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	$10.8M	Buy	120,625 +5,410	+5%	+$489K	0.57%	77
2026 Q1	$10.5M	Buy	115,215 +3,560	+3%	+$317K	0.6%	70
2025 Q4	$9.34M	Buy	111,655 +2,541	+2%	+$210K	0.54%	74
2025 Q3	$8.74M	Buy	109,114 +10,431	+11%	+$762K	0.54%	76
2025 Q2	$7.27M	Buy	98,683 +5,159	+6%	+$358K	0.49%	81
2025 Q1	$6.15M	Buy	93,524 +11,797	+14%	+$833K	0.49%	82
2024 Q4	$5.78M	Buy	81,727 +6,086	+8%	+$473K	0.44%	89
2024 Q3	$6.1M	Buy	75,641 +2,868	+4%	+$224K	0.49%	85
2024 Q2	$5.23M	Buy	+72,773	New	+$5.16M	0.44%	88
2023 Q2	–	Sell	-2,964	Closed	-$229K	–	164
2023 Q1	$229K	Buy	2,964 +550	+23%	+$42.3K	0.03%	148
2022 Q4	$202K	Buy	+2,414	New	+$195K	0.03%	151
2022 Q2	–	Sell	-2,904	Closed	-$251K	–	146
2022 Q1	$251K	Buy	2,904 +7	+0.2%	+$561	0.03%	120
2021 Q4	$247K	Buy	+2,897	New	+$250K	0.03%	129

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Foster Victor Wealth Advisors's NEE Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its NextEra Energy (NEE) stake by 4.7% in Q2 2026, buying an estimated $489K and bringing the position to 120,625 shares worth $10.8M. The position accounts for 0.57% of the portfolio, ranked #77.

Foster Victor Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 13 quarters since. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Foster Victor Wealth Advisors held 120,625 shares of NextEra Energy worth $10.8M as of Q2 2026.
Foster Victor Wealth Advisors bought 5,410 NextEra Energy shares in Q2 2026, an estimated $489K.
NextEra Energy made up 0.57% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Foster Victor Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 13 quarters since.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.