IFS Advisors’s NextEra Energy NEE Stock Holding History

IFS 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	$151K	Hold	1,725	–	–	0.07%	31
2026 Q1	$160K	Buy	+1,725	New	+$153K	0.08%	30

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

IFS Advisors's NEE Position: Q2 2026 in Review

IFS Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 1,725 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #31.

IFS Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $160K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

IFS Advisors held 1,725 shares of NextEra Energy worth $151K as of Q2 2026.
IFS Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of IFS Advisors's portfolio in Q2 2026, its #31 holding.
IFS Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
IFS Advisors's NextEra Energy position peaked at $160K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.