Gratus Wealth Advisors’s NextEra Energy NEE Stock Holding History

Gratus Wealth 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	$300K	Hold	3,420	–	–	0.04%	116
2026 Q1	$318K	Hold	3,420	–	–	0.05%	114
2025 Q4	$275K	Sell	3,420 -300	-8%	-$24.8K	0.04%	119
2025 Q3	$281K	Sell	3,720 -153	-4%	-$11.2K	0.04%	118
2025 Q2	$269K	Buy	3,873 +153	+4%	+$10.6K	0.04%	116
2025 Q1	$264K	Hold	3,720	–	–	0.04%	115
2024 Q4	$267K	Hold	3,720	–	–	0.04%	116
2024 Q3	$299K	Sell	3,720 -50	-1%	-$3.9K	0.05%	113
2024 Q2	$271K	Buy	3,770 +50	+1%	+$3.55K	0.05%	120
2024 Q1	$238K	Hold	3,720	–	–	0.04%	123
2023 Q4	$226K	Buy	+3,720	New	+$212K	0.04%	125

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

Gratus Wealth Advisors's NEE Position: Q2 2026 in Review

Gratus Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,420 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #116.

Gratus Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Gratus Wealth Advisors held 3,420 shares of NextEra Energy worth $300K as of Q2 2026.
Gratus Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Gratus Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's NextEra Energy position peaked at $318K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.