GoalFusion Wealth Management’s NextEra Energy NEE Stock Holding History

GoalFusion Wealth Management’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	$409K	Hold	4,660	–	–	0.17%	26
2026 Q1	$433K	Hold	4,660	–	–	0.2%	21
2025 Q4	$374K	Hold	4,660	–	–	0.17%	22
2025 Q3	$352K	Hold	4,660	–	–	0.17%	21
2025 Q2	$323K	Hold	4,660	–	–	0.17%	22
2025 Q1	$330K	Hold	4,660	–	–	0.18%	19
2024 Q4	$334K	Hold	4,660	–	–	0.18%	21
2024 Q3	$394K	Hold	4,660	–	–	0.22%	19
2024 Q2	$330K	Hold	4,660	–	–	0.21%	20
2024 Q1	$298K	Hold	4,660	–	–	0.19%	23
2023 Q4	$283K	Hold	4,660	–	–	0.19%	24
2023 Q3	$267K	Hold	4,660	–	–	0.2%	23
2023 Q2	$346K	Hold	4,660	–	–	0.25%	20
2023 Q1	$359K	Hold	4,660	–	–	0.28%	17
2022 Q4	$348K	Hold	4,660	–	–	0.28%	14
2022 Q3	$365K	Hold	4,660	–	–	0.35%	13
2022 Q2	$361K	Hold	4,660	–	–	0.34%	13
2022 Q1	$395K	Buy	+4,660	New	+$373K	0.34%	13

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalFusion Wealth Management's NEE Position: Q2 2026 in Review

GoalFusion Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 4,660 shares worth $409K. The position accounts for 0.17% of the portfolio, ranked #26.

GoalFusion Wealth Management first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q1 2026. 715 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

GoalFusion Wealth Management held 4,660 shares of NextEra Energy worth $409K as of Q2 2026.
GoalFusion Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.17% of GoalFusion Wealth Management's portfolio in Q2 2026, its #26 holding.
GoalFusion Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
GoalFusion Wealth Management's NextEra Energy position peaked at $433K in Q1 2026.
715 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.