Howard Financial Services’s NextEra Energy NEE Stock Holding History

Howard Financial Services’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	$611K	Sell	6,964 -46	-0.7%	-$4.16K	0.06%	131
2026 Q1	$651K	Buy	7,010 +2,431	+53%	+$216K	0.07%	109
2025 Q4	$368K	Buy	4,579 +695	+18%	+$57.6K	0.04%	139
2025 Q3	$293K	Buy	3,884 +15	+0.4%	+$1.1K	0.04%	151
2025 Q2	$269K	Sell	3,869 -2,106	-35%	-$146K	0.04%	149
2025 Q1	$424K	Buy	5,975 +755	+14%	+$53.3K	0.06%	115
2024 Q4	$374K	Buy	5,220 +2,070	+66%	+$161K	0.05%	124
2024 Q3	$266K	Buy	+3,150	New	+$246K	0.04%	137

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Howard Financial Services's NEE Position: Q2 2026 in Review

Howard Financial Services reduced its NextEra Energy (NEE) stake by 0.66% in Q2 2026, selling an estimated $4.16K and leaving 6,964 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #131.

Howard Financial Services first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $651K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Howard Financial Services held 6,964 shares of NextEra Energy worth $611K as of Q2 2026.
Howard Financial Services sold 46 NextEra Energy shares in Q2 2026, an estimated $4.16K.
NextEra Energy made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #131 holding.
Howard Financial Services first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Howard Financial Services's NextEra Energy position peaked at $651K in Q1 2026.
1,167 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.