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Holistic Planning’s NextEra Energy NEE Stock Holding History

Holistic 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 		$325K Buy
3,708
+59
+2% +$5.34K 0.05% 266
2026
Q1 		$339K Buy
3,649
+73
+2% +$6.49K 0.07% 226
2025
Q4 		$287K Buy
3,576
+568
+19% +$47K 0.06% 224
2025
Q3 		$227K Buy
+3,008
New +$220K 0.06% 209

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

Holistic Planning's NEE Position: Q2 2026 in Review

Holistic Planning increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $5.34K and bringing the position to 3,708 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #266.

Holistic Planning first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $339K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Holistic Planning held 3,708 shares of NextEra Energy worth $325K as of Q2 2026.
  • Holistic Planning bought 59 NextEra Energy shares in Q2 2026, an estimated $5.34K.
  • NextEra Energy made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #266 holding.
  • Holistic Planning first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Holistic Planning's NextEra Energy position peaked at $339K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.