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HORAN Wealth’s NextEra Energy NEE Stock Holding History

HORAN Wealth’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 		$4.6M Buy
52,430
+1,300
+3% +$118K 0.58% 35
2026
Q1 		$4.69M Buy
51,130
+1,266
+3% +$113K 0.45% 43
2025
Q4 		$4M Buy
49,864
+373
+0.8% +$30.9K 0.62% 37
2025
Q3 		$3.74M Buy
49,491
+3,266
+7% +$239K 0.59% 42
2025
Q2 		$3.21M Buy
+46,225
New +$3.21M 0.98% 34

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

HORAN Wealth's NEE Position: Q2 2026 in Review

HORAN Wealth increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $118K and bringing the position to 52,430 shares worth $4.6M. The position accounts for 0.58% of the portfolio, ranked #35.

HORAN Wealth first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.69M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HORAN Wealth held 52,430 shares of NextEra Energy worth $4.6M as of Q2 2026.
  • HORAN Wealth bought 1,300 NextEra Energy shares in Q2 2026, an estimated $118K.
  • NextEra Energy made up 0.58% of HORAN Wealth's portfolio in Q2 2026, its #35 holding.
  • HORAN Wealth first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's NextEra Energy position peaked at $4.69M in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.