Garden State Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Garden State Investment Advisory Services’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	$583K	Buy	6,645 +29	+0.4%	+$2.62K	0.11%	157
2026 Q1	$615K	Buy	6,616 +855	+15%	+$76K	0.14%	130
2025 Q4	$463K	Buy	5,761 +51	+0.9%	+$4.22K	0.1%	162
2025 Q3	$431K	Sell	5,710 -44	-0.8%	-$3.21K	0.1%	177
2025 Q2	$400K	Buy	5,754 +443	+8%	+$30.8K	0.1%	180
2025 Q1	$377K	Sell	5,311 -74	-1%	-$5.22K	0.12%	157
2024 Q4	$386K	Sell	5,385 -6	-0.1%	-$466	0.12%	149
2024 Q3	$456K	Buy	5,391 +170	+3%	+$13.3K	0.15%	127
2024 Q2	$370K	Sell	5,221 -58	-1%	-$4.12K	0.13%	140
2024 Q1	$336K	Sell	5,279 -369	-7%	-$21.6K	0.12%	158
2023 Q4	$343K	Buy	+5,648	New	+$322K	0.14%	142
2023 Q2	–	Sell	-3,945	Closed	-$304K	–	255
2023 Q1	$304K	Buy	3,945 +9	+0.2%	+$692	0.13%	135
2022 Q4	$329K	Buy	+3,936	New	+$318K	0.2%	121

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

Garden State Investment Advisory Services's NEE Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its NextEra Energy (NEE) stake by 0.44% in Q2 2026, buying an estimated $2.62K and bringing the position to 6,645 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #157.

Garden State Investment Advisory Services first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $615K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Garden State Investment Advisory Services held 6,645 shares of NextEra Energy worth $583K as of Q2 2026.
Garden State Investment Advisory Services bought 29 NextEra Energy shares in Q2 2026, an estimated $2.62K.
NextEra Energy made up 0.11% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #157 holding.
Garden State Investment Advisory Services first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
Garden State Investment Advisory Services's NextEra Energy position peaked at $615K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.