Investment Advisory Group’s NextEra Energy NEE Stock Holding History

Investment Advisory 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	$200K	Buy	+2,282	New	+$206K	0.04%	218

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

Investment Advisory Group's NEE Position: Q2 2026 in Review

Investment Advisory Group opened a new position in NextEra Energy (NEE) in Q2 2026: 2,282 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings.

3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Investment Advisory Group held 2,282 shares of NextEra Energy worth $200K as of Q2 2026.
NextEra Energy was a new Investment Advisory Group position in Q2 2026.
NextEra Energy made up 0.04% of Investment Advisory Group's portfolio in Q2 2026, its #218 holding.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.