FSM Wealth Advisors’s NextEra Energy NEE Stock Holding History

FSM Wealth 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	$590K	Buy	6,718 +219	+3%	+$19.8K	0.06%	165
2026 Q1	$604K	Buy	6,499 +343	+6%	+$30.5K	0.08%	144
2025 Q4	$494K	Buy	6,156 +87	+1%	+$7.21K	0.07%	167
2025 Q3	$458K	Buy	6,069 +2,752	+83%	+$201K	0.06%	184
2025 Q2	$248K	Buy	+3,317	New	+$230K	0.04%	238
2023 Q4	–	Sell	-7,512	Closed	-$430K	–	159
2023 Q3	$430K	Sell	7,512 -251	-3%	-$17.4K	0.22%	85
2023 Q2	$560K	Buy	7,763 +1,135	+17%	+$85.9K	0.28%	74
2023 Q1	$511K	Buy	6,628 +2,638	+66%	+$203K	0.3%	74
2022 Q4	$334K	Sell	3,990 -110	-3%	-$8.89K	0.24%	96
2022 Q3	$321K	Buy	4,100 +197	+5%	+$16.7K	0.27%	93
2022 Q2	$342K	Buy	+3,903	New	+$297K	0.34%	74

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FSM Wealth Advisors's NEE Position: Q2 2026 in Review

FSM Wealth Advisors increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,718 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #165.

FSM Wealth Advisors first reported a position in NEE in Q2 2022 and has held it in 11 quarters since. The position peaked at $604K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

FSM Wealth Advisors held 6,718 shares of NextEra Energy worth $590K as of Q2 2026.
FSM Wealth Advisors bought 219 NextEra Energy shares in Q2 2026, an estimated $19.8K.
NextEra Energy made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #165 holding.
FSM Wealth Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 11 quarters since.
FSM Wealth Advisors's NextEra Energy position peaked at $604K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.