Integris Wealth Management’s NextEra Energy NEE Stock Holding History

Integris Wealth Management’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	$948K	Buy	10,803 +781	+8%	+$70.6K	0.19%	43
2026 Q1	$931K	Hold	10,022	–	–	0.21%	38
2025 Q4	$805K	Hold	10,022	–	–	0.18%	43
2025 Q3	$757K	Hold	10,022	–	–	0.18%	45
2025 Q2	$696K	Hold	10,022	–	–	0.18%	44
2025 Q1	$710K	Hold	10,022	–	–	0.2%	40
2024 Q4	$718K	Buy	10,022 +250	+3%	+$19.4K	0.2%	40
2024 Q3	$826K	Buy	9,772 +300	+3%	+$23.4K	0.23%	37
2024 Q2	$671K	Hold	9,472	–	–	0.19%	39
2024 Q1	$605K	Hold	9,472	–	–	0.17%	44
2023 Q4	$575K	Sell	9,472 -927	-9%	-$52.8K	0.17%	45
2023 Q3	$596K	Buy	10,399 +172	+2%	+$11.9K	0.2%	42
2023 Q2	$759K	Sell	10,227 -145	-1%	-$11K	0.27%	32
2023 Q1	$799K	Buy	10,372 +23	+0.2%	+$1.77K	0.29%	31
2022 Q4	$865K	Buy	+10,349	New	+$836K	0.34%	31

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integris Wealth Management's NEE Position: Q2 2026 in Review

Integris Wealth Management increased its NextEra Energy (NEE) stake by 7.8% in Q2 2026, buying an estimated $70.6K and bringing the position to 10,803 shares worth $948K. The position accounts for 0.19% of the portfolio, ranked #43.

Integris Wealth Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 823 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Integris Wealth Management held 10,803 shares of NextEra Energy worth $948K as of Q2 2026.
Integris Wealth Management bought 781 NextEra Energy shares in Q2 2026, an estimated $70.6K.
NextEra Energy made up 0.19% of Integris Wealth Management's portfolio in Q2 2026, its #43 holding.
Integris Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
823 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.