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Frisch Financial Group’s NextEra Energy NEE Stock Holding History

Frisch Financial Group’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 		$655K Sell
7,463
-594
-7% -$53.7K 0.11% 97
2026
Q1 		$748K Sell
8,057
-619
-7% -$55K 0.16% 77
2025
Q4 		$697K Sell
8,676
-224
-3% -$18.6K 0.16% 74
2025
Q3 		$672K Buy
8,900
+283
+3% +$20.7K 0.16% 76
2025
Q2 		$598K Buy
8,617
+258
+3% +$17.9K 0.15% 77
2025
Q1 		$593K Buy
8,359
+606
+8% +$42.8K 0.17% 63
2024
Q4 		$556K Buy
7,753
+6
+0.1% +$466 0.17% 64
2024
Q3 		$655K Buy
7,747
+605
+8% +$47.2K 0.2% 56
2024
Q2 		$506K Buy
7,142
+6
+0.1% +$426 0.15% 64
2024
Q1 		$456K Buy
7,136
+7
+0.1% +$410 0.15% 71
2023
Q4 		$433K Sell
7,129
-47
-0.7% -$2.68K 0.16% 69
2023
Q3 		$411K Buy
7,176
+53
+0.7% +$3.67K 0.17% 68
2023
Q2 		$529K Buy
7,123
+5
+0.1% +$379 0.25% 60
2023
Q1 		$549K Sell
7,118
-1,015
-12% -$78.1K 0.21% 62
2022
Q4 		$680K Buy
8,133
+275
+3% +$22.2K 0.25% 58
2022
Q3 		$616K Buy
7,858
+4
+0.1% +$339 0.26% 57
2022
Q2 		$608K Buy
7,854
+5
+0.1% +$381 0.23% 58
2022
Q1 		$665K Buy
7,849
+280
+4% +$22.4K 0.21% 68
2021
Q4 		$707K Buy
7,569
+2
+0% +$173 0.22% 66
2021
Q3 		$594K Sell
7,567
-981
-11% -$79.1K 0.2% 66
2021
Q2 		$626K Buy
8,548
+5
+0.1% +$375 0.2% 67
2021
Q1 		$646K Buy
8,543
+805
+10% +$62.8K 0.22% 64
2020
Q4 		$597K Buy
+7,738
New +$579K 0.22% 57

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

Frisch Financial Group's NEE Position: Q2 2026 in Review

Frisch Financial Group reduced its NextEra Energy (NEE) stake by 7.4% in Q2 2026, selling an estimated $53.7K and leaving 7,463 shares worth $655K. The position accounts for 0.11% of the portfolio, ranked #97.

Frisch Financial Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $748K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Frisch Financial Group held 7,463 shares of NextEra Energy worth $655K as of Q2 2026.
  • Frisch Financial Group sold 594 NextEra Energy shares in Q2 2026, an estimated $53.7K.
  • NextEra Energy made up 0.11% of Frisch Financial Group's portfolio in Q2 2026, its #97 holding.
  • Frisch Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Frisch Financial Group's NextEra Energy position peaked at $748K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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