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Holistic Financial Partners’s NextEra Energy NEE Stock Holding History

Holistic Financial Partners’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 		$276K Sell
3,139
-1,003
-24% -$90.7K 0.17% 86
2026
Q1 		$385K Buy
4,142
+56
+1% +$4.98K 0.14% 72
2025
Q4 		$328K Buy
4,086
+14
+0.3% +$1.16K 0.12% 85
2025
Q3 		$307K Buy
4,072
+1,074
+36% +$78.5K 0.13% 93
2025
Q2 		$208K Sell
2,998
-678
-18% -$47.1K 0.09% 120
2025
Q1 		$261K Sell
3,676
-407
-10% -$28.7K 0.13% 92
2024
Q4 		$293K Buy
4,083
+212
+5% +$16.5K 0.15% 87
2024
Q3 		$327K Sell
3,871
-896
-19% -$69.9K 0.16% 76
2024
Q2 		$338K Buy
4,767
+280
+6% +$19.9K 0.17% 70
2024
Q1 		$287K Buy
4,487
+219
+5% +$12.8K 0.15% 86
2023
Q4 		$259K Sell
4,268
-241
-5% -$13.7K 0.16% 85
2023
Q3 		$258K Buy
4,509
+341
+8% +$23.6K 0.17% 79
2023
Q2 		$309K Sell
4,168
-293
-7% -$22.2K 0.21% 67
2023
Q1 		$344K Sell
4,461
-294
-6% -$22.6K 0.27% 61
2022
Q4 		$398K Sell
4,755
-14
-0.3% -$1.13K 0.36% 45
2022
Q3 		$374K Buy
4,769
+256
+6% +$21.7K 0.37% 44
2022
Q2 		$350K Sell
4,513
-481
-10% -$36.6K 0.33% 46
2022
Q1 		$423K Sell
4,994
-17
-0.3% -$1.36K 0.27% 49
2021
Q4 		$468K Buy
5,011
+209
+4% +$18.1K 0.27% 52
2021
Q3 		$377K Hold
4,802
– – 0.23% 62
2021
Q2 		$352K Buy
4,802
+946
+25% +$71K 0.21% 69
2021
Q1 		$292K Buy
3,856
+170
+5% +$13.3K 0.19% 77
2020
Q4 		$284K Buy
3,686
+30
+0.8% +$2.24K 0.2% 76
2020
Q3 		$255K Buy
+3,656
New +$252K 0.2% 69
2018
Q2 		– Sell
-652
Closed -$27K – 250
2018
Q1 		$27K Hold
652
– – 0.02% 255
2017
Q4 		$25K Buy
+652
New +$25.2K 0.02% 259

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Holistic Financial Partners's NEE Position: Q2 2026 in Review

Holistic Financial Partners reduced its NextEra Energy (NEE) stake by 24% in Q2 2026, selling an estimated $90.7K and leaving 3,139 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #86.

Holistic Financial Partners first reported a position in NEE in Q4 2017 and has held it in 26 quarters since. The position peaked at $468K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Holistic Financial Partners held 3,139 shares of NextEra Energy worth $276K as of Q2 2026.
  • Holistic Financial Partners sold 1,003 NextEra Energy shares in Q2 2026, an estimated $90.7K.
  • NextEra Energy made up 0.17% of Holistic Financial Partners's portfolio in Q2 2026, its #86 holding.
  • Holistic Financial Partners first reported a position in NextEra Energy in Q4 2017 and has held it in 26 quarters since.
  • Holistic Financial Partners's NextEra Energy position peaked at $468K in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.