Jacobson & Schmitt Advisors’s NextEra Energy NEE Stock Holding History

Jacobson & Schmitt 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	$482K	Hold	5,493	–	–	0.08%	63
2026 Q1	$510K	Buy	5,493 +799	+17%	+$71K	0.09%	56
2025 Q4	$377K	Sell	4,694 -2,669	-36%	-$221K	0.06%	61
2025 Q3	$556K	Buy	7,363 +3,211	+77%	+$235K	0.1%	56
2025 Q2	$288K	Buy	+4,152	New	+$288K	0.05%	63
2025 Q1	–	Sell	-4,152	Closed	-$298K	–	69
2024 Q4	$298K	Hold	4,152	–	–	0.06%	64
2024 Q3	$351K	Sell	4,152 -22	-0.5%	-$1.72K	0.07%	58
2024 Q2	$296K	Buy	+4,174	New	+$296K	0.07%	59

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Jacobson & Schmitt Advisors's NEE Position: Q2 2026 in Review

Jacobson & Schmitt Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 5,493 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #63.

Jacobson & Schmitt Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $556K in Q3 2025. 625 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jacobson & Schmitt Advisors held 5,493 shares of NextEra Energy worth $482K as of Q2 2026.
Jacobson & Schmitt Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.08% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #63 holding.
Jacobson & Schmitt Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Jacobson & Schmitt Advisors's NextEra Energy position peaked at $556K in Q3 2025.
625 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.