Legacy Wealth Advisors’s NextEra Energy NEE Stock Holding History

Legacy 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	$207K	Buy	+2,356	New	+$213K	0.09%	144

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Legacy Wealth Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 2,356 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings.

3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy Wealth Advisors held 2,356 shares of NextEra Energy worth $207K as of Q2 2026.
NextEra Energy was a new Legacy Wealth Advisors position in Q2 2026.
NextEra Energy made up 0.09% of Legacy Wealth Advisors's portfolio in Q2 2026, its #144 holding.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.