Glassy Mountain Advisors’s NextEra Energy NEE Stock Holding History

Glassy Mountain 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	$321K	Hold	3,660	–	–	0.09%	54
2026 Q1	$340K	Hold	3,660	–	–	0.11%	53
2025 Q4	$294K	Hold	3,660	–	–	0.09%	56
2025 Q3	$276K	Hold	3,660	–	–	0.08%	59
2025 Q2	$254K	Hold	3,660	–	–	0.08%	56
2025 Q1	$259K	Hold	3,660	–	–	0.09%	54
2024 Q4	$262K	Hold	3,660	–	–	0.09%	53
2024 Q3	$309K	Hold	3,660	–	–	0.11%	53
2024 Q2	$259K	Hold	3,660	–	–	0.1%	50
2024 Q1	$234K	Hold	3,660	–	–	0.09%	52
2023 Q4	$222K	Buy	+3,660	New	+$209K	0.09%	53
2023 Q3	–	Sell	-3,660	Closed	-$272K	–	58
2023 Q2	$272K	Buy	+3,660	New	+$277K	0.12%	53
2023 Q1	–	Sell	-11,276	Closed	-$943K	–	159
2022 Q4	$943K	Buy	+11,276	New	+$911K	0.52%	45
2022 Q2	$921K	Hold	11,892	–	–	0.55%	46
2022 Q1	$1.01M	Hold	11,892	–	–	0.52%	46
2021 Q4	$1.11M	Buy	+11,892	New	+$1.03M	0.57%	44

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

Glassy Mountain Advisors's NEE Position: Q2 2026 in Review

Glassy Mountain Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,660 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #54.

Glassy Mountain Advisors first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Glassy Mountain Advisors held 3,660 shares of NextEra Energy worth $321K as of Q2 2026.
Glassy Mountain Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.09% of Glassy Mountain Advisors's portfolio in Q2 2026, its #54 holding.
Glassy Mountain Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's NextEra Energy position peaked at $1.11M in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.