GAFA
NEE icon

Garton & Associates Financial Advisors’s NextEra Energy NEE Stock Holding History

Garton & Associates Financial 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 		– Sell
-2,315
Closed -$215K – 49
2026
Q1 		$215K Sell
2,315
-607
-21% -$54K 0.18% 107
2025
Q4 		$235K Buy
+2,922
New +$242K 0.13% 120

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

Garton & Associates Financial Advisors's NEE Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,315 shares — an estimated $215K sold.

Garton & Associates Financial Advisors first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,315 NextEra Energy shares in Q2 2026, an estimated $215K.
  • Garton & Associates Financial Advisors first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's NextEra Energy position peaked at $235K in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.