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Legacy Financial Strategies’s NextEra Energy NEE Stock Holding History

Legacy Financial Strategies’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 		$3.06M Sell
34,846
-3,848
-10% -$348K 0.47% 29
2026
Q1 		$3.59M Sell
38,694
-2,329
-6% -$207K 0.65% 24
2025
Q4 		$3.29M Sell
41,023
-4,081
-9% -$338K 0.58% 28
2025
Q3 		$3.4M Sell
45,104
-649
-1% -$47.4K 0.61% 30
2025
Q2 		$3.18M Buy
45,753
+1,867
+4% +$130K 0.62% 31
2025
Q1 		$3.11M Sell
43,886
-2,505
-5% -$177K 0.68% 31
2024
Q4 		$3.32M Sell
46,391
-1,448
-3% -$112K 0.72% 25
2024
Q3 		$4.04M Buy
47,839
+3,219
+7% +$251K 0.89% 21
2024
Q2 		$3.21M Buy
44,620
+2,759
+7% +$196K 0.77% 25
2024
Q1 		$2.68M Buy
41,861
+14,383
+52% +$843K 0.69% 34
2023
Q4 		$1.67M Sell
27,478
-70
-0.3% -$3.99K 0.48% 40
2023
Q3 		$1.58M Sell
27,548
-2,426
-8% -$168K 0.51% 37
2023
Q2 		$2.22M Buy
29,974
+2,794
+10% +$212K 0.74% 35
2023
Q1 		$2.1M Buy
27,180
+2,698
+11% +$207K 0.78% 30
2022
Q4 		$2.05M Buy
24,482
+1,393
+6% +$113K 0.85% 26
2022
Q3 		$1.81M Buy
23,089
+2,075
+10% +$176K 0.84% 20
2022
Q2 		$1.63M Buy
21,014
+1,453
+7% +$111K 0.8% 23
2022
Q1 		$1.66M Buy
19,561
+1,779
+10% +$143K 0.71% 27
2021
Q4 		$1.66M Buy
17,782
+595
+3% +$51.4K 0.72% 28
2021
Q3 		$1.35M Buy
17,187
+1,056
+7% +$85.2K 0.64% 35
2021
Q2 		$1.18M Buy
16,131
+1,139
+8% +$85.5K 0.57% 39
2021
Q1 		$1.13M Buy
+14,992
New +$1.17M 0.6% 38

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

Legacy Financial Strategies's NEE Position: Q2 2026 in Review

Legacy Financial Strategies reduced its NextEra Energy (NEE) stake by 9.9% in Q2 2026, selling an estimated $348K and leaving 34,846 shares worth $3.06M. The position accounts for 0.47% of the portfolio, ranked #29.

Legacy Financial Strategies first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.04M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Legacy Financial Strategies held 34,846 shares of NextEra Energy worth $3.06M as of Q2 2026.
  • Legacy Financial Strategies sold 3,848 NextEra Energy shares in Q2 2026, an estimated $348K.
  • NextEra Energy made up 0.47% of Legacy Financial Strategies's portfolio in Q2 2026, its #29 holding.
  • Legacy Financial Strategies first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Legacy Financial Strategies's NextEra Energy position peaked at $4.04M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.