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GWN Securities’s NextEra Energy NEE Stock Holding History

GWN Securities’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 		$1.27M Buy
14,487
+386
+3% +$34.9K 0.21% 127
2026
Q1 		$1.31M Sell
14,101
-379
-3% -$33.7K 0.25% 103
2025
Q4 		$1.16M Buy
14,480
+503
+4% +$41.7K 0.24% 109
2025
Q3 		$1.06M Sell
13,977
-16,129
-54% -$1.18M 0.24% 101
2025
Q2 		$2.09M Sell
30,106
-152,917
-84% -$10.6M 0.39% 64
2025
Q1 		$13.2M Buy
183,023
+154,750
+547% +$10.9M 0.74% 26
2024
Q4 		$2.06M Buy
+28,273
New +$2.2M 0.55% 36

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GWN Securities's NEE Position: Q2 2026 in Review

GWN Securities increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $34.9K and bringing the position to 14,487 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #127.

GWN Securities first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q1 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • GWN Securities held 14,487 shares of NextEra Energy worth $1.27M as of Q2 2026.
  • GWN Securities bought 386 NextEra Energy shares in Q2 2026, an estimated $34.9K.
  • NextEra Energy made up 0.21% of GWN Securities's portfolio in Q2 2026, its #127 holding.
  • GWN Securities first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's NextEra Energy position peaked at $13.2M in Q1 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.