Legend Financial Advisors’s NextEra Energy NEE Stock Holding History

Legend Financial 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	$224K	Sell	2,556 -593	-19%	-$53.6K	0.13%	40
2026 Q1	$292K	Hold	3,149	–	–	0.19%	36
2025 Q4	$253K	Hold	3,149	–	–	0.15%	37
2025 Q3	$238K	Hold	3,149	–	–	0.15%	37
2025 Q2	$219K	Hold	3,149	–	–	0.15%	37
2025 Q1	$223K	Sell	3,149 -300	-9%	-$21.2K	0.16%	35
2024 Q4	$247K	Sell	3,449 -448	-11%	-$34.8K	0.17%	31
2024 Q3	$329K	Sell	3,897 -244	-6%	-$19K	0.23%	31
2024 Q2	$293K	Sell	4,141 -25	-0.6%	-$1.77K	0.21%	36
2024 Q1	$266K	Buy	4,166 +100	+2%	+$5.86K	0.19%	35
2023 Q4	$247K	Buy	4,066 +50	+1%	+$2.85K	0.2%	31
2023 Q3	$230K	Sell	4,016 -150	-4%	-$10.4K	0.2%	37
2023 Q2	$309K	Hold	4,166	–	–	0.26%	34
2023 Q1	$321K	Sell	4,166 -274	-6%	-$21.1K	0.27%	34
2022 Q4	$371K	Buy	4,440 +225	+5%	+$18.2K	0.32%	35
2022 Q3	$330K	Hold	4,215	–	–	0.31%	31
2022 Q2	$326K	Buy	+4,215	New	+$321K	0.34%	27

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

Legend Financial Advisors's NEE Position: Q2 2026 in Review

Legend Financial Advisors reduced its NextEra Energy (NEE) stake by 19% in Q2 2026, selling an estimated $53.6K and leaving 2,556 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #40.

Legend Financial Advisors first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $371K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legend Financial Advisors held 2,556 shares of NextEra Energy worth $224K as of Q2 2026.
Legend Financial Advisors sold 593 NextEra Energy shares in Q2 2026, an estimated $53.6K.
NextEra Energy made up 0.13% of Legend Financial Advisors's portfolio in Q2 2026, its #40 holding.
Legend Financial Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
Legend Financial Advisors's NextEra Energy position peaked at $371K in Q4 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.