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Gladwyn Financial Advisors’s NextEra Energy NEE Stock Holding History

Gladwyn 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 		$799K Hold
9,103
– – 0.5% 28
2026
Q1 		$845K Hold
9,103
– – 0.59% 28
2025
Q4 		$731K Hold
9,103
– – 0.51% 29
2025
Q3 		$687K Buy
9,103
+71
+0.8% +$5.19K 0.49% 29
2025
Q2 		$627K Buy
+9,032
New +$627K 0.49% 29

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Gladwyn Financial Advisors's NEE Position: Q2 2026 in Review

Gladwyn Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 9,103 shares worth $799K. The position accounts for 0.5% of the portfolio, ranked #28.

Gladwyn Financial Advisors first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $845K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Gladwyn Financial Advisors held 9,103 shares of NextEra Energy worth $799K as of Q2 2026.
  • Gladwyn Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.5% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Gladwyn Financial Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's NextEra Energy position peaked at $845K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.