Frazier Financial Advisors’s NextEra Energy NEE Stock Holding History

Frazier 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	$266K	Buy	3,034 +120	+4%	+$10.9K	0.13%	62
2026 Q1	$271K	Buy	2,914 +41	+1%	+$3.65K	0.15%	56
2025 Q4	$231K	Buy	2,873 +61	+2%	+$5.05K	0.14%	58
2025 Q3	$212K	Sell	2,812 -48	-2%	-$3.51K	0.13%	57
2025 Q2	$199K	Hold	2,860	–	–	0.14%	57
2025 Q1	$203K	Sell	2,860 -46	-2%	-$3.25K	0.16%	50
2024 Q4	$209K	Sell	2,906 -42	-1%	-$3.26K	0.17%	50
2024 Q3	$249K	Sell	2,948 -2,211	-43%	-$173K	0.19%	46
2024 Q2	$365K	Sell	5,159 -103	-2%	-$7.31K	0.29%	37
2024 Q1	$336K	Buy	5,262 +2,382	+83%	+$140K	0.28%	36
2023 Q4	$175K	Buy	+2,880	New	+$164K	0.15%	53

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Frazier Financial Advisors increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,034 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #62.

Frazier Financial Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $365K in Q2 2024. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Frazier Financial Advisors held 3,034 shares of NextEra Energy worth $266K as of Q2 2026.
Frazier Financial Advisors bought 120 NextEra Energy shares in Q2 2026, an estimated $10.9K.
NextEra Energy made up 0.13% of Frazier Financial Advisors's portfolio in Q2 2026, its #62 holding.
Frazier Financial Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's NextEra Energy position peaked at $365K in Q2 2024.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.