Ipsen Advisor Group’s NextEra Energy NEE Stock Holding History

Ipsen Advisor 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	$572K	Sell	6,518 -29	-0.4%	-$2.62K	0.37%	67
2026 Q1	$608K	Buy	6,547 +144	+2%	+$12.8K	0.43%	65
2025 Q4	$514K	Buy	6,403 +4	+0.1%	+$331	0.37%	73
2025 Q3	$483K	Buy	6,399 +117	+2%	+$8.55K	0.35%	73
2025 Q2	$436K	Buy	6,282 +716	+13%	+$49.7K	0.33%	75
2025 Q1	$395K	Buy	5,566 +29	+0.5%	+$2.05K	0.34%	73
2024 Q4	$397K	Buy	+5,537	New	+$430K	0.34%	74
2022 Q4	$315K	Buy	+3,770	New	+$305K	0.36%	74

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

Ipsen Advisor Group's NEE Position: Q2 2026 in Review

Ipsen Advisor Group reduced its NextEra Energy (NEE) stake by 0.44% in Q2 2026, selling an estimated $2.62K and leaving 6,518 shares worth $572K. The position accounts for 0.37% of the portfolio, ranked #67.

Ipsen Advisor Group first reported a position in NEE in Q4 2022 and has held it in 8 quarters since. The position peaked at $608K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ipsen Advisor Group held 6,518 shares of NextEra Energy worth $572K as of Q2 2026.
Ipsen Advisor Group sold 29 NextEra Energy shares in Q2 2026, an estimated $2.62K.
NextEra Energy made up 0.37% of Ipsen Advisor Group's portfolio in Q2 2026, its #67 holding.
Ipsen Advisor Group first reported a position in NextEra Energy in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's NextEra Energy position peaked at $608K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.