Fragasso Financial Advisors’s NextEra Energy NEE Stock Holding History

Fragasso Financial 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	$1.33M	Sell	15,158 -229	-1%	-$20.7K	0.07%	120
2026 Q1	$1.43M	Buy	15,387 +260	+2%	+$23.1K	0.09%	106
2025 Q4	$1.21M	Buy	15,127 +353	+2%	+$29.2K	0.07%	119
2025 Q3	$1.18M	Buy	14,774 +6	+0%	+$438	0.07%	122
2025 Q2	$1.03M	Sell	14,768 -1,975	-12%	-$137K	0.07%	128
2025 Q1	$1.19M	Sell	16,743 -23,567	-58%	-$1.66M	0.09%	110
2024 Q4	$2.89M	Sell	40,310 -3,475	-8%	-$270K	0.22%	63
2024 Q3	$3.7M	Sell	43,785 -2,628	-6%	-$205K	0.28%	57
2024 Q2	$3.29M	Sell	46,413 -20,141	-30%	-$1.43M	0.27%	60
2024 Q1	$4.25M	Buy	66,554 +1,109	+2%	+$65K	0.36%	56
2023 Q4	$3.98M	Buy	65,445 +2,279	+4%	+$130K	0.36%	52
2023 Q3	$3.62M	Sell	63,166 -2,607	-4%	-$180K	0.38%	42
2023 Q2	$4.88M	Sell	65,773 -17,132	-21%	-$1.3M	0.52%	31
2023 Q1	$6.39M	Buy	82,905 +3,145	+4%	+$242K	0.73%	29
2022 Q4	$6.67M	Buy	79,760 +7,230	+10%	+$584K	0.77%	27
2022 Q3	$5.69M	Buy	72,530 +752	+1%	+$63.8K	0.81%	25
2022 Q2	$5.56M	Buy	71,778 +2,496	+4%	+$190K	0.75%	30
2022 Q1	$5.87M	Buy	69,282 +365	+0.5%	+$29.3K	0.69%	32
2021 Q4	$6.43M	Buy	68,917 +136	+0.2%	+$11.8K	0.76%	26
2021 Q3	$5.4M	Buy	68,781 +1,286	+2%	+$104K	0.71%	33
2021 Q2	$4.95M	Buy	67,495 +3,019	+5%	+$227K	0.66%	33
2021 Q1	$4.88M	Buy	64,476 +1,491	+2%	+$116K	0.68%	36
2020 Q4	$4.86M	Sell	62,985 -71	-0.1%	-$5.31K	0.72%	28
2020 Q3	$4.38M	Buy	63,056 +1,140	+2%	+$78.7K	0.73%	28
2020 Q2	$4.46M	Sell	61,916 -1,596	-3%	-$95.5K	0.76%	28
2020 Q1	$3.82M	Buy	63,512 +208	+0.3%	+$13.1K	0.87%	24
2019 Q4	$3.83M	Buy	63,304 +784	+1%	+$45.8K	0.64%	36
2019 Q3	$3.64M	Buy	62,520 +692	+1%	+$37.5K	0.68%	36
2019 Q2	$3.17M	Buy	61,828 +3,968	+7%	+$195K	0.63%	43
2019 Q1	$2.8M	Buy	57,860 +21,828	+61%	+$998K	0.6%	45
2018 Q4	$1.57M	Buy	+36,032	New	+$1.58M	0.35%	59

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Fragasso Financial Advisors's NEE Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2026, selling an estimated $20.7K and leaving 15,158 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #120.

Fragasso Financial Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.67M in Q4 2022. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fragasso Financial Advisors held 15,158 shares of NextEra Energy worth $1.33M as of Q2 2026.
Fragasso Financial Advisors sold 229 NextEra Energy shares in Q2 2026, an estimated $20.7K.
NextEra Energy made up 0.07% of Fragasso Financial Advisors's portfolio in Q2 2026, its #120 holding.
Fragasso Financial Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
Fragasso Financial Advisors's NextEra Energy position peaked at $6.67M in Q4 2022.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.