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Founders Financial Alliance’s NextEra Energy NEE Stock Holding History

Founders Financial Alliance’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 		$1.78M Sell
20,321
-39
-0.2% -$3.53K 0.24% 91
2026
Q1 		$1.89M Buy
20,360
+1,393
+7% +$124K 0.34% 70
2025
Q4 		$1.52M Sell
18,967
-2,870
-13% -$238K 0.29% 83
2025
Q3 		$1.65M Buy
21,837
+2,495
+13% +$182K 0.31% 77
2025
Q2 		$1.34M Sell
19,342
-2,823
-13% -$196K 0.31% 81
2025
Q1 		$1.57M Sell
22,165
-118
-0.5% -$8.33K 0.38% 59
2024
Q4 		$1.6M Buy
22,283
+95
+0.4% +$7.38K 0.44% 49
2024
Q3 		$1.88M Buy
22,188
+12
+0.1% +$936 0.52% 40
2024
Q2 		$1.57M Sell
22,176
-60
-0.3% -$4.26K 0.47% 45
2024
Q1 		$1.42M Sell
22,236
-916
-4% -$53.7K 0.43% 52
2023
Q4 		$1.41M Buy
23,152
+243
+1% +$13.8K 0.55% 34
2023
Q3 		$1.31M Sell
22,909
-1,037
-4% -$71.8K 0.57% 36
2023
Q2 		$1.78M Buy
23,946
+1,927
+9% +$146K 0.7% 31
2023
Q1 		$1.7M Sell
22,019
-1,077
-5% -$82.8K 0.85% 27
2022
Q4 		$1.93M Sell
23,096
-1,352
-6% -$109K 0.89% 27
2022
Q3 		$1.92M Buy
24,448
+504
+2% +$42.8K 0.98% 19
2022
Q2 		$1.85M Sell
23,944
-460
-2% -$35K 0.94% 25
2022
Q1 		$2.07M Sell
24,404
-55
-0.2% -$4.41K 0.92% 23
2021
Q4 		$2.28M Buy
24,459
+146
+0.6% +$12.6K 0.92% 17
2021
Q3 		$1.91M Sell
24,313
-568
-2% -$45.8K 0.89% 20
2021
Q2 		$1.82M Buy
24,881
+203
+0.8% +$15.2K 0.83% 24
2021
Q1 		$1.79M Buy
24,678
+1,506
+6% +$118K 0.88% 22
2020
Q4 		$1.78M Buy
23,172
+516
+2% +$38.6K 1.01% 17
2020
Q3 		$1.58M Buy
+22,656
New +$1.56M 0.94% 20

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

Founders Financial Alliance's NEE Position: Q2 2026 in Review

Founders Financial Alliance reduced its NextEra Energy (NEE) stake by 0.19% in Q2 2026, selling an estimated $3.53K and leaving 20,321 shares worth $1.78M. The position accounts for 0.24% of the portfolio, ranked #91.

Founders Financial Alliance first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.28M in Q4 2021. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Founders Financial Alliance held 20,321 shares of NextEra Energy worth $1.78M as of Q2 2026.
  • Founders Financial Alliance sold 39 NextEra Energy shares in Q2 2026, an estimated $3.53K.
  • NextEra Energy made up 0.24% of Founders Financial Alliance's portfolio in Q2 2026, its #91 holding.
  • Founders Financial Alliance first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's NextEra Energy position peaked at $2.28M in Q4 2021.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.