Herold Advisors’s NextEra Energy NEE Stock Holding History

Herold 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	$2.4M	Buy	27,346 +356	+1%	+$32.2K	0.47%	58
2026 Q1	$2.51M	Buy	26,990 +3,288	+14%	+$292K	0.55%	53
2025 Q4	$1.9M	Buy	23,702 +107	+0.5%	+$8.86K	0.43%	64
2025 Q3	$1.78M	Buy	23,595 +892	+4%	+$65.2K	0.41%	68
2025 Q2	$1.58M	Sell	22,703 -4,782	-17%	-$332K	0.33%	84
2025 Q1	$1.95M	Buy	27,485 +4,455	+19%	+$314K	0.43%	68
2024 Q4	$1.65M	Buy	23,030 +189	+0.8%	+$14.7K	0.36%	75
2024 Q3	$1.93M	Sell	22,841 -200	-0.9%	-$15.6K	0.42%	65
2024 Q2	$1.63M	Hold	23,041	–	–	0.38%	70
2024 Q1	$1.47M	Buy	23,041 +463	+2%	+$27.1K	0.36%	75
2023 Q4	$1.37M	Buy	22,578 +201	+0.9%	+$11.5K	0.38%	79
2023 Q3	$1.28M	Buy	22,377 +1,455	+7%	+$101K	0.39%	72
2023 Q2	$1.55M	Buy	20,922 +597	+3%	+$45.2K	0.48%	60
2023 Q1	$1.57M	Sell	20,325 -1,400	-6%	-$108K	0.54%	56
2022 Q4	$1.82M	Buy	21,725 +1	+0%	+$81	0.77%	41
2022 Q3	$1.7M	Buy	21,724 +1	+0%	+$85	0.82%	39
2022 Q2	$1.68M	Buy	21,723 +1	+0%	+$76	0.75%	39
2022 Q1	$1.84M	Hold	21,722	–	–	0.65%	46
2021 Q4	$2.03M	Buy	21,722 +1	+0%	+$86	0.79%	38
2021 Q3	$1.71M	Buy	+21,721	New	+$1.75M	0.66%	40

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

Herold Advisors's NEE Position: Q2 2026 in Review

Herold Advisors increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $32.2K and bringing the position to 27,346 shares worth $2.4M. The position accounts for 0.47% of the portfolio, ranked #58.

Herold Advisors first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Herold Advisors held 27,346 shares of NextEra Energy worth $2.4M as of Q2 2026.
Herold Advisors bought 356 NextEra Energy shares in Q2 2026, an estimated $32.2K.
NextEra Energy made up 0.47% of Herold Advisors's portfolio in Q2 2026, its #58 holding.
Herold Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's NextEra Energy position peaked at $2.51M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.