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Foundations Investment Advisors’s NextEra Energy NEE Stock Holding History

Foundations Investment 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 		$3.51M Buy
39,939
+17,268
+76% +$1.56M 0.04% 303
2026
Q1 		$2.11M Buy
22,671
+2,109
+10% +$187K 0.03% 365
2025
Q4 		$1.65M Sell
20,562
-501
-2% -$41.5K 0.02% 391
2025
Q3 		$1.59M Buy
21,063
+3,568
+20% +$261K 0.02% 353
2025
Q2 		$1.21M Buy
17,495
+5,836
+50% +$405K 0.02% 385
2025
Q1 		$827K Sell
11,659
-5,290
-31% -$373K 0.02% 449
2024
Q4 		$1.22M Buy
16,949
+9,632
+132% +$748K 0.02% 372
2024
Q3 		$619K Buy
7,317
+138
+2% +$10.8K 0.01% 471
2024
Q2 		$508K Buy
7,179
+828
+13% +$58.7K 0.01% 493
2024
Q1 		$406K Sell
6,351
-610
-9% -$35.7K 0.01% 513
2023
Q4 		$416K Sell
6,961
-1,541
-18% -$87.8K 0.01% 479
2023
Q3 		$487K Buy
8,502
+473
+6% +$32.7K 0.02% 388
2023
Q2 		$596K Buy
8,029
+371
+5% +$28.1K 0.02% 334
2023
Q1 		$590K Buy
7,658
+2,063
+37% +$159K 0.02% 302
2022
Q4 		$468K Buy
5,595
+696
+14% +$56.2K 0.02% 288
2022
Q3 		$384K Buy
4,899
+1,090
+29% +$92.5K 0.02% 288
2022
Q2 		$303K Buy
3,809
+42
+1% +$3.2K 0.01% 298
2022
Q1 		$312K Buy
3,767
+525
+16% +$42.1K 0.01% 265
2021
Q4 		$276K Buy
3,242
+85
+3% +$7.35K 0.01% 294
2021
Q3 		$251K Buy
3,157
+17
+0.5% +$1.37K 0.01% 273
2021
Q2 		$235K Sell
3,140
-415
-12% -$31.1K 0.01% 263
2021
Q1 		$275K Sell
3,555
-628
-15% -$49K 0.02% 187
2020
Q4 		$339K Buy
4,183
+319
+8% +$23.9K 0.02% 134
2020
Q3 		$272K Buy
3,864
+92
+2% +$6.35K 0.06% 142
2020
Q2 		$232K Buy
3,772
+84
+2% +$5.03K 0.02% 151
2020
Q1 		$201K Sell
3,688
-32
-0.9% -$2.01K 0.02% 111
2019
Q4 		$225K Buy
+3,720
New +$217K 0.03% 121

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's NEE Position: Q2 2026 in Review

Foundations Investment Advisors increased its NextEra Energy (NEE) stake by 76% in Q2 2026, buying an estimated $1.56M and bringing the position to 39,939 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #303.

Foundations Investment Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Foundations Investment Advisors held 39,939 shares of NextEra Energy worth $3.51M as of Q2 2026.
  • Foundations Investment Advisors bought 17,268 NextEra Energy shares in Q2 2026, an estimated $1.56M.
  • NextEra Energy made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #303 holding.
  • Foundations Investment Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.