Grey Fox Wealth Advisors’s NextEra Energy NEE Stock Holding History

Grey Fox 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	$255K	Buy	+2,908	New	+$263K	0.04%	149
2025 Q4	–	Sell	-1,586	Closed	-$120K	–	441
2025 Q3	$120K	Buy	+1,586	New	+$116K	0.02%	172
2023 Q2	–	Sell	-3,058	Closed	-$236K	–	374
2023 Q1	$236K	Buy	3,058 +28	+0.9%	+$2.15K	0.14%	83
2022 Q4	$253K	Buy	+3,030	New	+$245K	0.17%	77

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

Grey Fox Wealth Advisors's NEE Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 2,908 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in NEE as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 4 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Grey Fox Wealth Advisors held 2,908 shares of NextEra Energy worth $255K as of Q2 2026.
NextEra Energy was a new Grey Fox Wealth Advisors position in Q2 2026.
NextEra Energy made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Grey Fox Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 4 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.