Legacy Wealth Management (Mississippi)’s NextEra Energy NEE Stock Holding History

Legacy Wealth Management (Mississippi)’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	$419K	Buy	4,772 +16	+0.3%	+$1.45K	0.11%	82
2026 Q1	$442K	Buy	4,756 +31	+0.7%	+$2.76K	0.13%	73
2025 Q4	$379K	Buy	4,725 +57	+1%	+$4.72K	0.1%	73
2025 Q3	$352K	Buy	4,668 +974	+26%	+$71.2K	0.11%	73
2025 Q2	$256K	Hold	3,694	–	–	0.08%	81
2025 Q1	$262K	Sell	3,694 -1,188	-24%	-$83.9K	0.09%	86
2024 Q4	$350K	Buy	4,882 +494	+11%	+$38.4K	0.14%	79
2024 Q3	$371K	Buy	+4,388	New	+$342K	0.14%	81

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

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

BCWM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s NEE Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its NextEra Energy (NEE) stake by 0.34% in Q2 2026, buying an estimated $1.45K and bringing the position to 4,772 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #82.

Legacy Wealth Management (Mississippi) first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $442K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy Wealth Management (Mississippi) held 4,772 shares of NextEra Energy worth $419K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 16 NextEra Energy shares in Q2 2026, an estimated $1.45K.
NextEra Energy made up 0.11% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #82 holding.
Legacy Wealth Management (Mississippi) first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s NextEra Energy position peaked at $442K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.