IFG
NEE icon

Independent Financial Group’s NextEra Energy NEE Stock Holding History

Independent Financial Group’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 		$2.76M Buy
31,478
+4,076
+15% +$369K 0.05% 367
2026
Q1 		$2.55M Buy
27,402
+683
+3% +$60.7K 0.06% 342
2025
Q4 		$2.15M Buy
26,719
+3,022
+13% +$250K 0.05% 370
2025
Q3 		$1.79M Buy
23,697
+1,265
+6% +$92.4K 0.04% 418
2025
Q2 		$1.56M Buy
22,432
+1,715
+8% +$119K 0.04% 411
2025
Q1 		$1.47M Buy
20,717
+3,529
+21% +$249K 0.05% 372
2024
Q4 		$1.23M Sell
17,188
-1,035
-6% -$80.4K 0.04% 416
2024
Q3 		$1.54M Buy
18,223
+1,111
+6% +$86.7K 0.06% 333
2024
Q2 		$1.21M Buy
17,112
+2,715
+19% +$193K 0.05% 348
2024
Q1 		$920K Buy
14,397
+1,552
+12% +$90.9K 0.04% 399
2023
Q4 		$780K Sell
12,845
-2,934
-19% -$167K 0.04% 427
2023
Q3 		$904K Buy
15,779
+4,137
+36% +$286K 0.06% 340
2023
Q2 		$864K Buy
11,642
+1,357
+13% +$103K 0.06% 343
2023
Q1 		$793K Sell
10,285
-102
-1% -$7.84K 0.06% 341
2022
Q4 		$868K Buy
10,387
+202
+2% +$16.3K 0.07% 272
2022
Q3 		$799K Buy
10,185
+1,896
+23% +$161K 0.07% 274
2022
Q2 		$642K Buy
8,289
+1,303
+19% +$99.2K 0.07% 315
2022
Q1 		$592K Buy
6,986
+63
+0.9% +$5.05K 0.05% 377
2021
Q4 		$646K Sell
6,923
-2,757
-28% -$238K 0.05% 350
2021
Q3 		$760K Sell
9,680
-398
-4% -$32.1K 0.08% 282
2021
Q2 		$739K Sell
10,078
-569
-5% -$42.7K 0.08% 279
2021
Q1 		$805K Sell
10,647
-12,699
-54% -$991K 0.1% 218
2020
Q4 		$1.8M Buy
23,346
+2,562
+12% +$192K 0.27% 90
2020
Q3 		$1.44M Buy
20,784
+2,236
+12% +$154K 0.27% 86
2020
Q2 		$1.11M Buy
+18,548
New +$1.11M 0.25% 102

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

Independent Financial Group's NEE Position: Q2 2026 in Review

Independent Financial Group increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $369K and bringing the position to 31,478 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #367.

Independent Financial Group first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Independent Financial Group held 31,478 shares of NextEra Energy worth $2.76M as of Q2 2026.
  • Independent Financial Group bought 4,076 NextEra Energy shares in Q2 2026, an estimated $369K.
  • NextEra Energy made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #367 holding.
  • Independent Financial Group first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.