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Journey Advisory Group’s NextEra Energy NEE Stock Holding History

Journey 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 		$5.99M Buy
68,216
+13
+0% +$1.18K 0.46% 61
2026
Q1 		$6.33M Sell
68,203
-2,017
-3% -$179K 0.54% 52
2025
Q4 		$5.64M Sell
70,220
-3,826
-5% -$317K 0.47% 63
2025
Q3 		$5.59M Buy
74,046
+2,567
+4% +$188K 0.41% 64
2025
Q2 		$4.96M Sell
71,479
-4,246
-6% -$295K 0.39% 65
2025
Q1 		$5.37M Sell
75,725
-1,214
-2% -$85.7K 0.44% 61
2024
Q4 		$5.45M Hold
76,939
– – 0.65% 41
2024
Q3 		$5.45M Sell
76,939
-279
-0.4% -$21.8K 0.65% 41
2024
Q2 		$5.47M Buy
77,218
+1,480
+2% +$105K 0.65% 41
2024
Q1 		$4.84M Sell
75,738
-35
-0% -$2.05K 0.6% 46
2023
Q4 		$4.6M Sell
75,773
-3,033
-4% -$173K 0.63% 44
2023
Q3 		$4.51M Sell
78,806
-6,072
-7% -$420K 0.67% 43
2023
Q2 		$6.3M Sell
84,878
-1,130
-1% -$85.5K 0.94% 31
2023
Q1 		$6.63M Buy
86,008
+393
+0.5% +$30.2K 1.04% 23
2022
Q4 		$7.16M Buy
85,615
+560
+0.7% +$45.2K 1.78% 9
2022
Q3 		$6.67M Buy
85,055
+6,347
+8% +$538K 1.7% 10
2022
Q2 		$6.71M Buy
78,708
+8,363
+12% +$637K 1.54% 12
2022
Q1 		$5.96M Buy
70,345
+9,695
+16% +$777K 1.51% 12
2021
Q4 		$5.66M Buy
60,650
+3,533
+6% +$305K 1.56% 12
2021
Q3 		$4.49M Buy
57,117
+1,049
+2% +$84.6K 1.45% 15
2021
Q2 		$4.11M Buy
56,068
+1,647
+3% +$124K 1.31% 16
2021
Q1 		$4.12M Buy
54,421
+1,632
+3% +$127K 1.44% 15
2020
Q4 		$4.07M Buy
+52,789
New +$3.95M 1.52% 14

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Journey Advisory Group increased its NextEra Energy (NEE) stake by 0.02% in Q2 2026, buying an estimated $1.18K and bringing the position to 68,216 shares worth $5.99M. The position accounts for 0.46% of the portfolio, ranked #61.

Journey Advisory Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.16M in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Journey Advisory Group held 68,216 shares of NextEra Energy worth $5.99M as of Q2 2026.
  • Journey Advisory Group bought 13 NextEra Energy shares in Q2 2026, an estimated $1.18K.
  • NextEra Energy made up 0.46% of Journey Advisory Group's portfolio in Q2 2026, its #61 holding.
  • Journey Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's NextEra Energy position peaked at $7.16M in Q4 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.