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Founders Grove Wealth Partners’s NextEra Energy NEE Stock Holding History

Founders Grove Wealth Partners’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 		$207K Sell
2,356
-262
-10% -$23.7K 0.04% 180
2026
Q1 		$243K Buy
+2,618
New +$233K 0.06% 142
2025
Q2 		– Sell
-3,153
Closed -$224K – 132
2025
Q1 		$224K Buy
+3,153
New +$223K 0.06% 111

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 Grove Wealth Partners's NEE Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $23.7K and leaving 2,356 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #180.

Founders Grove Wealth Partners first reported a position in NEE in Q1 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Founders Grove Wealth Partners held 2,356 shares of NextEra Energy worth $207K as of Q2 2026.
  • Founders Grove Wealth Partners sold 262 NextEra Energy shares in Q2 2026, an estimated $23.7K.
  • NextEra Energy made up 0.04% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Founders Grove Wealth Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 3 quarters since.
  • Founders Grove Wealth Partners's NextEra Energy position peaked at $243K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.