Inspire Advisors’s NextEra Energy NEE Stock Holding History

Inspire 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	$1.82M	Buy	20,747 +3,927	+23%	+$355K	0.13%	132
2026 Q1	$1.56M	Sell	16,820 -909	-5%	-$80.8K	0.13%	128
2025 Q4	$1.42M	Sell	17,729 -25	-0.1%	-$2.07K	0.13%	119
2025 Q3	$1.34M	Sell	17,754 -898	-5%	-$65.6K	0.13%	120
2025 Q2	$1.29M	Buy	18,652 +1,152	+7%	+$80K	0.13%	114
2025 Q1	$1.24M	Buy	17,500 +3,532	+25%	+$249K	0.14%	104
2024 Q4	$1M	Buy	13,968 +608	+5%	+$47.2K	0.12%	117
2024 Q3	$1.13M	Sell	13,360 -2,249	-14%	-$176K	0.14%	107
2024 Q2	$1.11M	Buy	15,609 +1,815	+13%	+$129K	0.15%	92
2024 Q1	$882K	Buy	13,794 +9,033	+190%	+$529K	0.12%	114
2023 Q4	$289K	Buy	+4,761	New	+$271K	0.04%	244
2023 Q3	–	Sell	-3,107	Closed	-$231K	–	298
2023 Q2	$231K	Buy	+3,107	New	+$235K	0.04%	202
2023 Q1	–	Sell	-2,409	Closed	-$201K	–	226
2022 Q4	$201K	Sell	2,409 -338	-12%	-$27.3K	0.05%	156
2022 Q3	$215K	Sell	2,747 -96	-3%	-$8.14K	0.06%	112
2022 Q2	$220K	Sell	2,843 -328	-10%	-$25K	0.06%	76
2022 Q1	$269K	Sell	3,171 -314	-9%	-$25.2K	0.08%	66
2021 Q4	$325K	Buy	3,485 +787	+29%	+$68K	0.09%	56
2021 Q3	$212K	Buy	+2,698	New	+$218K	0.07%	70
2021 Q1	–	Sell	-1,124	Closed	-$87K	–	496
2020 Q4	$87K	Buy	+1,124	New	+$84.1K	0.03%	146

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

Inspire Advisors's NEE Position: Q2 2026 in Review

Inspire Advisors increased its NextEra Energy (NEE) stake by 23% in Q2 2026, buying an estimated $355K and bringing the position to 20,747 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #132.

Inspire Advisors first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Inspire Advisors held 20,747 shares of NextEra Energy worth $1.82M as of Q2 2026.
Inspire Advisors bought 3,927 NextEra Energy shares in Q2 2026, an estimated $355K.
NextEra Energy made up 0.13% of Inspire Advisors's portfolio in Q2 2026, its #132 holding.
Inspire Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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