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Global Wealth Strategies & Associates’s NextEra Energy NEE Stock Holding History

Global Wealth Strategies & Associates’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
-551
Closed -$51.2K – 316
2026
Q1 		$51.2K Buy
551
+58
+12% +$5.16K 0.01% 168
2025
Q4 		$39.6K Sell
493
-49
-9% -$4.06K 0.01% 176
2025
Q3 		$40.9K Buy
542
+51
+10% +$3.73K 0.01% 164
2025
Q2 		$34.1K Sell
491
-168
-25% -$11.7K 0.01% 132
2025
Q1 		$46.7K Buy
659
+443
+205% +$31.3K 0.01% 124
2024
Q4 		$15.5K Buy
216
+59
+38% +$4.58K ﹤0.01% 186
2024
Q3 		$13.3K Hold
157
– – ﹤0.01% 173
2024
Q2 		$11.1K Hold
157
– – ﹤0.01% 170
2024
Q1 		$10K Hold
157
– – ﹤0.01% 177
2023
Q4 		$9.54K Hold
157
– – ﹤0.01% 171
2023
Q3 		$8.99K Hold
157
– – ﹤0.01% 169
2023
Q2 		$11.6K Sell
157
-16
-9% -$1.21K 0.01% 153
2023
Q1 		$13.3K Hold
173
– – 0.01% 138
2022
Q4 		$14.5K Buy
+173
New +$14K 0.01% 125

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Global Wealth Strategies & Associates's NEE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 551 shares — an estimated $51.2K sold.

Global Wealth Strategies & Associates first reported a position in NEE in Q4 2022 and held it in 14 quarters. The position peaked at $51.2K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 551 NextEra Energy shares in Q2 2026, an estimated $51.2K.
  • Global Wealth Strategies & Associates first reported a position in NextEra Energy in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's NextEra Energy position peaked at $51.2K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.