Laurel Wealth Advisors (North Carolina)’s NextEra Energy NEE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$640K	Buy	+7,289	New	+$659K	0.06%	134
2026 Q1	–	Sell	-315	Closed	-$25.2K	–	476
2025 Q4	$25.2K	Buy	+315	New	+$26.1K	﹤0.01%	407
2025 Q2	–	Sell	-315	Closed	-$22.3K	–	497
2025 Q1	$22.3K	Hold	315	–	–	﹤0.01%	404
2024 Q4	$22.5K	Hold	315	–	–	﹤0.01%	403
2024 Q3	$26.5K	Buy	315 +245	+350%	+$19.1K	﹤0.01%	376
2024 Q2	$4.89K	Hold	70	–	–	﹤0.01%	487
2024 Q1	$4.41K	Hold	70	–	–	﹤0.01%	499
2023 Q4	$4.2K	Hold	70	–	–	﹤0.01%	466
2023 Q3	$3.96K	Hold	70	–	–	﹤0.01%	471
2023 Q2	$5.12K	Hold	70	–	–	﹤0.01%	454
2023 Q1	$5.32K	Hold	70	–	–	﹤0.01%	450
2022 Q4	$5.77K	Buy	70 +1	+1%	+$81	﹤0.01%	418
2022 Q3	$5K	Hold	69	–	–	﹤0.01%	429
2022 Q2	$5K	Hold	69	–	–	﹤0.01%	450
2022 Q1	$6K	Buy	69 +1	+1%	+$80	﹤0.01%	458
2021 Q4	$6K	Hold	68	–	–	﹤0.01%	464
2021 Q3	$5K	Hold	68	–	–	﹤0.01%	483
2021 Q2	$5K	Buy	+68	New	+$5.1K	﹤0.01%	548
2021 Q1	–	Sell	-200	Closed	-$15K	–	671
2020 Q4	$15K	Hold	200	–	–	﹤0.01%	379
2020 Q3	$14K	Hold	200	–	–	﹤0.01%	356
2020 Q2	$12K	Hold	200	–	–	﹤0.01%	365
2020 Q1	$12K	Hold	200	–	–	﹤0.01%	343
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	378
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	365
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	381
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	373
2018 Q4	$9K	Buy	+200	New	+$8.75K	﹤0.01%	366

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s NEE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) opened a new position in NextEra Energy (NEE) in Q2 2026: 7,289 shares worth $640K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: Laurel Wealth Advisors (North Carolina) previously reported a position in NEE as recently as Q4 2025.

Laurel Wealth Advisors (North Carolina) first reported a position in NEE in Q4 2018 and has held it in 27 quarters since. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 7,289 shares of NextEra Energy worth $640K as of Q2 2026.
NextEra Energy was a new Laurel Wealth Advisors (North Carolina) position in Q2 2026.
NextEra Energy made up 0.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #134 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in NextEra Energy in Q4 2018 and has held it in 27 quarters since.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.