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Founders Financial Securities’s NextEra Energy NEE Stock Holding History

Founders Financial Securities’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 		$220K Buy
2,509
+134
+6% +$12.1K 0.01% 521
2026
Q1 		$224K Sell
2,375
-2,223
-48% -$198K 0.01% 500
2025
Q4 		$369K Buy
+4,598
New +$381K 0.02% 440
2024
Q4 		– Sell
-5,683
Closed -$480K – 458
2024
Q3 		$480K Sell
5,683
-3,698
-39% -$289K 0.04% 278
2024
Q2 		$664K Buy
9,381
+1,847
+25% +$131K 0.06% 238
2024
Q1 		$481K Sell
7,534
-881
-10% -$51.6K 0.05% 268
2023
Q4 		$511K Buy
8,415
+2,974
+55% +$169K 0.06% 242
2023
Q3 		$312K Sell
5,441
-611
-10% -$42.3K 0.04% 265
2023
Q2 		$449K Buy
6,052
+556
+10% +$42.1K 0.06% 225
2023
Q1 		$424K Buy
+5,496
New +$423K 0.06% 218
2022
Q2 		– Sell
-6,170
Closed -$523K – 288
2022
Q1 		$523K Sell
6,170
-313
-5% -$25.1K 0.09% 164
2021
Q4 		$605K Sell
6,483
-785
-11% -$67.8K 0.11% 151
2021
Q3 		$571K Sell
7,268
-1,162
-14% -$93.7K 0.11% 151
2021
Q2 		$618K Buy
8,430
+457
+6% +$34.3K 0.12% 152
2021
Q1 		$603K Buy
7,973
+1,536
+24% +$120K 0.14% 137
2020
Q4 		$497K Buy
6,437
+609
+10% +$45.6K 0.12% 128
2020
Q3 		$404K Sell
5,828
-2,368
-29% -$163K 0.13% 107
2020
Q2 		$529K Buy
8,196
+4,788
+140% +$287K 0.17% 98
2020
Q1 		$205K Buy
+3,408
New +$214K 0.08% 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 $3.37T 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 Securities's NEE Position: Q2 2026 in Review

Founders Financial Securities increased its NextEra Energy (NEE) stake by 5.6% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,509 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #521.

Founders Financial Securities first reported a position in NEE in Q1 2020 and has held it in 19 quarters since. The position peaked at $664K in Q2 2024. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Founders Financial Securities held 2,509 shares of NextEra Energy worth $220K as of Q2 2026.
  • Founders Financial Securities bought 134 NextEra Energy shares in Q2 2026, an estimated $12.1K.
  • NextEra Energy made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #521 holding.
  • Founders Financial Securities first reported a position in NextEra Energy in Q1 2020 and has held it in 19 quarters since.
  • Founders Financial Securities's NextEra Energy position peaked at $664K in Q2 2024.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.