Interactive Financial Advisors’s NextEra Energy NEE Stock Holding History

Interactive Financial 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	$243K	Sell	2,765 -69	-2%	-$6.24K	0.15%	67
2026 Q1	$263K	Buy	2,834 +153	+6%	+$13.6K	0.17%	72
2025 Q4	$215K	Buy	+2,681	New	+$222K	0.14%	75
2024 Q4	–	Sell	-2,648	Closed	-$224K	–	89
2024 Q3	$224K	Buy	+2,648	New	+$207K	0.12%	86
2023 Q2	–	Sell	-2,648	Closed	-$204K	–	83
2023 Q1	$204K	Hold	2,648	–	–	0.13%	79
2022 Q4	$221K	Hold	2,648	–	–	0.13%	84
2022 Q3	$208K	Hold	2,648	–	–	0.12%	85
2022 Q2	$205K	Hold	2,648	–	–	0.1%	77
2022 Q1	$224K	Sell	2,648 -20	-0.7%	-$1.6K	0.1%	83
2021 Q4	$249K	Buy	2,668 +20	+0.8%	+$1.73K	0.1%	81
2021 Q3	$208K	Hold	2,648	–	–	0.09%	82
2021 Q2	$194K	Hold	2,648	–	–	0.08%	87
2021 Q1	$200K	Hold	2,648	–	–	0.08%	83
2020 Q4	$204K	Hold	2,648	–	–	0.09%	78
2020 Q3	$184K	Hold	2,648	–	–	0.09%	73
2020 Q2	$159K	Hold	2,648	–	–	0.08%	74
2020 Q1	$159K	Hold	2,648	–	–	0.14%	44
2019 Q4	$160K	Hold	2,648	–	–	0.07%	80
2019 Q3	$154K	Hold	2,648	–	–	0.07%	75
2019 Q2	$136K	Hold	2,648	–	–	0.06%	81
2019 Q1	$128K	Buy	+2,648	New	+$121K	0.06%	72

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

Interactive Financial Advisors's NEE Position: Q2 2026 in Review

Interactive Financial Advisors reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2026, selling an estimated $6.24K and leaving 2,765 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #67.

Interactive Financial Advisors first reported a position in NEE in Q1 2019 and has held it in 21 quarters since. The position peaked at $263K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Interactive Financial Advisors held 2,765 shares of NextEra Energy worth $243K as of Q2 2026.
Interactive Financial Advisors sold 69 NextEra Energy shares in Q2 2026, an estimated $6.24K.
NextEra Energy made up 0.15% of Interactive Financial Advisors's portfolio in Q2 2026, its #67 holding.
Interactive Financial Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 21 quarters since.
Interactive Financial Advisors's NextEra Energy position peaked at $263K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.