GLLW
NEE icon

Graves Light Lenhart Wealth’s NextEra Energy NEE Stock Holding History

Graves Light Lenhart Wealth’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 		$210K Hold
2,394
– – 0.02% 195
2026
Q1 		$222K Buy
+2,394
New +$213K 0.02% 184
2022
Q3 		– Sell
-2,390
Closed -$185K – 424
2022
Q2 		$185K Hold
2,390
– – 0.03% 170
2022
Q1 		$202K Hold
2,390
– – 0.03% 173
2021
Q4 		$223K Hold
2,390
– – 0.03% 183
2021
Q3 		$188K Hold
2,390
– – 0.03% 183
2021
Q2 		$175K Hold
2,390
– – 0.03% 191
2021
Q1 		$181K Buy
2,390
+58
+2% +$4.53K 0.03% 190
2020
Q4 		$180K Buy
+2,332
New +$174K 0.03% 177

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Graves Light Lenhart Wealth's NEE Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 2,394 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #195.

Graves Light Lenhart Wealth first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $223K in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,394 shares of NextEra Energy worth $210K as of Q2 2026.
  • Graves Light Lenhart Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #195 holding.
  • Graves Light Lenhart Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
  • Graves Light Lenhart Wealth's NextEra Energy position peaked at $223K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.