Joel Adams & Associates’s NextEra Energy NEE Stock Holding History

Joel Adams & Associates’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	$223K	Hold	2,540	–	–	0.14%	66
2026 Q1	$236K	Hold	2,540	–	–	0.18%	60
2025 Q4	$204K	Buy	+2,540	New	+$210K	0.15%	63

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 $3.38T AUM 44.17% 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

Joel Adams & Associates's NEE Position: Q2 2026 in Review

Joel Adams & Associates held its NextEra Energy (NEE) position steady in Q2 2026 at 2,540 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #66.

Joel Adams & Associates first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Joel Adams & Associates held 2,540 shares of NextEra Energy worth $223K as of Q2 2026.
Joel Adams & Associates left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.14% of Joel Adams & Associates's portfolio in Q2 2026, its #66 holding.
Joel Adams & Associates first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Joel Adams & Associates's NextEra Energy position peaked at $236K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.