GW Henssler & Associates’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
3,584
+127
+4% +$11.5K 0.01% 177
2026
Q1
$321K Buy
3,457
+33
+1% +$2.93K 0.02% 163
2025
Q4
$275K Sell
3,424
-25
-0.7% -$2.07K 0.01% 173
2025
Q3
$260K Buy
3,449
+25
+0.7% +$1.83K 0.01% 171
2025
Q2
$238K Hold
3,424
0.01% 156
2025
Q1
$243K Sell
3,424
-264
-7% -$18.6K 0.01% 151
2024
Q4
$312K Hold
3,688
0.02% 130
2024
Q3
$312K Sell
3,688
-43
-1% -$3.36K 0.02% 131
2024
Q2
$264K Buy
3,731
+123
+3% +$8.73K 0.02% 136
2024
Q1
$231K Sell
3,608
-801
-18% -$46.9K 0.01% 143
2023
Q4
$268K Buy
4,409
+403
+10% +$23K 0.02% 130
2023
Q3
$230K Sell
4,006
-319
-7% -$22.1K 0.02% 157
2023
Q2
$321K Sell
4,325
-267
-6% -$20.2K 0.02% 139
2023
Q1
$354K Buy
4,592
+789
+21% +$60.7K 0.02% 139
2022
Q4
$318K Buy
3,803
+559
+17% +$45.2K 0.02% 154
2022
Q3
$254K Buy
3,244
+1
+0% +$85 0.02% 172
2022
Q2
$251K Hold
3,243
0.02% 171
2022
Q1
$275K Sell
3,243
-136
-4% -$10.9K 0.02% 200
2021
Q4
$315K Buy
+3,379
New +$292K 0.02% 201
2021
Q3
Sell
-3,439
Closed -$252K 181
2021
Q2
$252K Buy
+3,439
New +$258K 0.02% 204

Other funds holding NEE

GW Henssler & Associates's NEE Position: Q2 2026 in Review

GW Henssler & Associates increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,584 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #177.

GW Henssler & Associates first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $354K in Q1 2023. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • GW Henssler & Associates held 3,584 shares of NextEra Energy worth $315K as of Q2 2026.
  • GW Henssler & Associates bought 127 NextEra Energy shares in Q2 2026, an estimated $11.5K.
  • NextEra Energy made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #177 holding.
  • GW Henssler & Associates first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • GW Henssler & Associates's NextEra Energy position peaked at $354K in Q1 2023.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.