GoalVest Advisory’s NextEra Energy NEE Stock Holding History

GoalVest Advisory’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	$2.46M	Sell	27,978 -1,273	-4%	-$115K	0.46%	32
2026 Q1	$2.72M	Buy	29,251 +11,422	+64%	+$1.02M	0.53%	31
2025 Q4	$1.43M	Buy	17,829 +12,285	+222%	+$1.02M	0.27%	57
2025 Q3	$419K	Hold	5,544	–	–	0.09%	100
2025 Q2	$385K	Sell	5,544 -3,721	-40%	-$258K	0.1%	94
2025 Q1	$657K	Buy	9,265 +303	+3%	+$21.4K	0.18%	79
2024 Q4	$642K	Sell	8,962 -650	-7%	-$50.5K	0.18%	82
2024 Q3	$813K	Sell	9,612 -461	-5%	-$36K	0.23%	71
2024 Q2	$713K	Sell	10,073 -1,005	-9%	-$71.3K	0.23%	69
2024 Q1	$708K	Buy	11,078 +9,444	+578%	+$553K	0.24%	69
2023 Q4	$99.2K	Buy	1,634 +775	+90%	+$44.2K	0.04%	93
2023 Q3	$49.2K	Buy	859 +85	+11%	+$5.88K	0.02%	145
2023 Q2	$57.4K	Sell	774 -1,251	-62%	-$94.7K	0.03%	133
2023 Q1	$156K	Sell	2,025 -238	-11%	-$18.3K	0.09%	74
2022 Q4	$189K	Hold	2,263	–	–	0.12%	76
2022 Q3	$177K	Sell	2,263 -10,140	-82%	-$860K	0.12%	79
2022 Q2	$981K	Buy	12,403 +265	+2%	+$20.2K	0.62%	47
2022 Q1	$1.03M	Buy	+12,138	New	+$973K	0.58%	45
2021 Q2	$806K	Buy	10,998 +655	+6%	+$49.2K	0.5%	55
2021 Q1	$782K	Buy	10,343 +3,861	+60%	+$301K	0.58%	57
2020 Q4	$500K	Buy	+6,482	New	+$485K	0.42%	71

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

GoalVest Advisory's NEE Position: Q2 2026 in Review

GoalVest Advisory reduced its NextEra Energy (NEE) stake by 4.4% in Q2 2026, selling an estimated $115K and leaving 27,978 shares worth $2.46M. The position accounts for 0.46% of the portfolio, ranked #32.

GoalVest Advisory first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.72M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

GoalVest Advisory held 27,978 shares of NextEra Energy worth $2.46M as of Q2 2026.
GoalVest Advisory sold 1,273 NextEra Energy shares in Q2 2026, an estimated $115K.
NextEra Energy made up 0.46% of GoalVest Advisory's portfolio in Q2 2026, its #32 holding.
GoalVest Advisory first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's NextEra Energy position peaked at $2.72M in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.