Lantern Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lantern Wealth 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	$2.01M	Sell	22,855 -1,927	-8%	-$174K	0.92%	29
2026 Q1	$2.3M	Buy	24,782 +416	+2%	+$37K	1.18%	24
2025 Q4	$1.96M	Buy	24,366 +166	+0.7%	+$13.7K	1.04%	25
2025 Q3	$1.83M	Buy	24,200 +600	+3%	+$43.8K	0.97%	25
2025 Q2	$1.64M	Buy	+23,600	New	+$1.64M	0.98%	30
2024 Q4	$1.57M	Buy	21,939 +1,189	+6%	+$92.4K	1.02%	28
2024 Q3	$1.75M	Sell	20,750 -201	-1%	-$15.7K	1.22%	21
2024 Q2	$1.48M	Buy	20,951 +4,001	+24%	+$284K	1.08%	25
2024 Q1	$1.08M	Buy	16,950 +3,100	+22%	+$182K	0.76%	37
2023 Q4	$841K	Buy	+13,850	New	+$789K	0.66%	46

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Lantern Wealth Advisors's NEE Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its NextEra Energy (NEE) stake by 7.8% in Q2 2026, selling an estimated $174K and leaving 22,855 shares worth $2.01M. The position accounts for 0.92% of the portfolio, ranked #29.

Lantern Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.3M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lantern Wealth Advisors held 22,855 shares of NextEra Energy worth $2.01M as of Q2 2026.
Lantern Wealth Advisors sold 1,927 NextEra Energy shares in Q2 2026, an estimated $174K.
NextEra Energy made up 0.92% of Lantern Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Lantern Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's NextEra Energy position peaked at $2.3M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.