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Harbor Asset Planning’s NextEra Energy NEE Stock Holding History

Harbor Asset Planning’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 		– Sell
-354
Closed -$32K – 416
2026
Q1 		$32.9K Hold
354
– – 0.03% 249
2025
Q4 		$28.5K Hold
354
– – 0.02% 264
2025
Q3 		$26.8K Hold
354
– – 0.02% 255
2025
Q2 		$24.6K Buy
+354
New +$24.6K 0.02% 256

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Harbor Asset Planning's NEE Position: Q2 2026 in Review

Harbor Asset Planning sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 354 shares — an estimated $32K sold.

Harbor Asset Planning first reported a position in NEE in Q2 2025 and held it in 4 quarters. The position peaked at $32.9K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Harbor Asset Planning reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 354 NextEra Energy shares in Q2 2026, an estimated $32K.
  • Harbor Asset Planning first reported a position in NextEra Energy in Q2 2025 and held it in 4 quarters.
  • Harbor Asset Planning's NextEra Energy position peaked at $32.9K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.