Frederick Financial Consultants’s NextEra Energy NEE Stock Holding History

Frederick Financial Consultants’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	$433K	Sell	4,929 -89	-2%	-$8.05K	0.18%	65
2026 Q1	$466K	Buy	5,018 +116	+2%	+$10.3K	0.23%	58
2025 Q4	$394K	Buy	4,902 +285	+6%	+$23.6K	0.22%	65
2025 Q3	$349K	Buy	4,617 +61	+1%	+$4.46K	0.2%	70
2025 Q2	$316K	Buy	4,556 +171	+4%	+$11.9K	0.2%	69
2025 Q1	$311K	Buy	4,385 +552	+14%	+$39K	0.22%	65
2024 Q4	$275K	Buy	+3,833	New	+$298K	0.22%	64

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

Frederick Financial Consultants's NEE Position: Q2 2026 in Review

Frederick Financial Consultants reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $8.05K and leaving 4,929 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #65.

Frederick Financial Consultants first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Frederick Financial Consultants held 4,929 shares of NextEra Energy worth $433K as of Q2 2026.
Frederick Financial Consultants sold 89 NextEra Energy shares in Q2 2026, an estimated $8.05K.
NextEra Energy made up 0.18% of Frederick Financial Consultants's portfolio in Q2 2026, its #65 holding.
Frederick Financial Consultants first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Frederick Financial Consultants's NextEra Energy position peaked at $466K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.