Lakeshore Financial Planning’s NextEra Energy NEE Stock Holding History

Lakeshore Financial Planning’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	$357K	Buy	4,062 +1,400	+53%	+$127K	0.11%	58
2026 Q1	$247K	Hold	2,662	–	–	0.09%	66
2025 Q4	$214K	Buy	+2,662	New	+$220K	0.08%	79
2025 Q2	–	Sell	-2,968	Closed	-$210K	–	78
2025 Q1	$210K	Hold	2,968	–	–	0.09%	72
2024 Q4	$213K	Sell	2,968 -26	-0.9%	-$2.02K	0.09%	71
2024 Q3	$253K	Buy	2,994 +26	+0.9%	+$2.03K	0.11%	58
2024 Q2	$210K	Buy	+2,968	New	+$211K	0.1%	63
2023 Q4	–	Sell	-4,168	Closed	-$239K	–	67
2023 Q3	$239K	Buy	+4,168	New	+$289K	0.14%	52

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lakeshore Financial Planning's NEE Position: Q2 2026 in Review

Lakeshore Financial Planning increased its NextEra Energy (NEE) stake by 53% in Q2 2026, buying an estimated $127K and bringing the position to 4,062 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #58.

Lakeshore Financial Planning first reported a position in NEE in Q3 2023 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lakeshore Financial Planning held 4,062 shares of NextEra Energy worth $357K as of Q2 2026.
Lakeshore Financial Planning bought 1,400 NextEra Energy shares in Q2 2026, an estimated $127K.
NextEra Energy made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #58 holding.
Lakeshore Financial Planning first reported a position in NextEra Energy in Q3 2023 and has held it in 8 quarters since.
1,244 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.