Heartwood Wealth Advisors’s NextEra Energy NEE Stock Holding History

Heartwood 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	$616K	Hold	7,023	–	–	0.05%	130
2026 Q1	$652K	Hold	7,023	–	–	0.06%	118
2025 Q4	$564K	Hold	7,023	–	–	0.05%	111
2025 Q3	$530K	Hold	7,023	–	–	0.05%	113
2025 Q2	$488K	Hold	7,023	–	–	0.05%	110
2025 Q1	$498K	Sell	7,023 -47	-0.7%	-$3.32K	0.06%	101
2024 Q4	$507K	Buy	7,070 +47	+0.7%	+$3.65K	0.06%	96
2024 Q3	$594K	Hold	7,023	–	–	0.07%	91
2024 Q2	$497K	Hold	7,023	–	–	0.06%	97
2024 Q1	$449K	Hold	7,023	–	–	0.06%	93
2023 Q4	$427K	Sell	7,023 -960	-12%	-$54.7K	0.06%	89
2023 Q3	$457K	Buy	7,983 +301	+4%	+$20.8K	0.07%	85
2023 Q2	$570K	Hold	7,682	–	–	0.08%	77
2023 Q1	$592K	Buy	7,682 +188	+3%	+$14.5K	0.09%	72
2022 Q4	$626K	Buy	7,494 +18	+0.2%	+$1.45K	0.1%	74
2022 Q3	$586K	Hold	7,476	–	–	0.1%	58
2022 Q2	$579K	Buy	7,476 +52	+0.7%	+$3.96K	0.1%	62
2022 Q1	$629K	Hold	7,424	–	–	0.09%	59
2021 Q4	$693K	Hold	7,424	–	–	0.1%	53
2021 Q3	$583K	Hold	7,424	–	–	0.09%	58
2021 Q2	$544K	Hold	7,424	–	–	0.08%	60
2021 Q1	$561K	Buy	7,424 +772	+12%	+$60.3K	0.09%	55
2020 Q4	$513K	Hold	6,652	–	–	0.08%	52
2020 Q3	$462K	Hold	6,652	–	–	0.09%	50
2020 Q2	$399K	Hold	6,652	–	–	0.08%	53
2020 Q1	$400K	Sell	6,652 -744	-10%	-$46.8K	0.1%	42
2019 Q4	$448K	Buy	+7,396	New	+$432K	0.09%	52

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Heartwood Wealth Advisors's NEE Position: Q2 2026 in Review

Heartwood Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 7,023 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #130.

Heartwood Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $693K in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Heartwood Wealth Advisors held 7,023 shares of NextEra Energy worth $616K as of Q2 2026.
Heartwood Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Heartwood Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Heartwood Wealth Advisors's NextEra Energy position peaked at $693K in Q4 2021.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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