Garrett Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Garrett Wealth Advisory 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	$334K	Sell	3,805 -61	-2%	-$5.52K	0.05%	109
2026 Q1	$359K	Buy	+3,866	New	+$344K	0.06%	91
2024 Q4	–	Sell	-2,620	Closed	-$221K	–	105
2024 Q3	$221K	Buy	+2,620	New	+$204K	0.05%	92
2019 Q4	–	Sell	-148	Closed	-$8.62K	–	441
2019 Q3	$8.62K	Buy	+148	New	+$8.01K	0.01%	297

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

Garrett Wealth Advisory Group's NEE Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $5.52K and leaving 3,805 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #109.

Garrett Wealth Advisory Group first reported a position in NEE in Q3 2019 and has held it in 4 quarters since. The position peaked at $359K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Garrett Wealth Advisory Group held 3,805 shares of NextEra Energy worth $334K as of Q2 2026.
Garrett Wealth Advisory Group sold 61 NextEra Energy shares in Q2 2026, an estimated $5.52K.
NextEra Energy made up 0.05% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #109 holding.
Garrett Wealth Advisory Group first reported a position in NextEra Energy in Q3 2019 and has held it in 4 quarters since.
Garrett Wealth Advisory Group's NextEra Energy position peaked at $359K in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.