Level Financial Advisors’s NextEra Energy NEE Stock Holding History

Level 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	$570K	Hold	6,494	–	–	0.13%	64
2026 Q1	$603K	Buy	6,494 +10	+0.2%	+$889	0.15%	58
2025 Q4	$521K	Hold	6,484	–	–	0.14%	61
2025 Q3	$489K	Sell	6,484 -266	-4%	-$19.4K	0.14%	66
2025 Q2	$469K	Hold	6,750	–	–	0.15%	64
2025 Q1	$478K	Sell	6,750 -111	-2%	-$7.83K	0.16%	60
2024 Q4	$492K	Sell	6,861 -162	-2%	-$12.6K	0.18%	55
2024 Q3	$594K	Buy	7,023 +1	+0%	+$78	0.23%	49
2024 Q2	$497K	Sell	7,022 -58	-0.8%	-$4.12K	0.22%	47
2024 Q1	$452K	Buy	7,080 +1	+0%	+$59	0.21%	49
2023 Q4	$430K	Sell	7,079 -321	-4%	-$18.3K	0.21%	48
2023 Q3	$424K	Sell	7,400 -17	-0.2%	-$1.18K	0.24%	45
2023 Q2	$550K	Sell	7,417 -325	-4%	-$24.6K	0.31%	36
2023 Q1	$597K	Sell	7,742 -58	-0.7%	-$4.46K	0.36%	33
2022 Q4	$652K	Hold	7,800	–	–	0.43%	32
2022 Q3	$612K	Sell	7,800 -3	-0%	-$255	0.45%	29
2022 Q2	$604K	Buy	7,803 +3	+0%	+$228	0.44%	27
2022 Q1	$661K	Sell	7,800 -130	-2%	-$10.4K	0.51%	24
2021 Q4	$740K	Buy	+7,930	New	+$685K	0.56%	25

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

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

Level Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 6,494 shares worth $570K. The position accounts for 0.13% of the portfolio, ranked #64.

Level Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $740K in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Level Financial Advisors held 6,494 shares of NextEra Energy worth $570K as of Q2 2026.
Level Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.13% of Level Financial Advisors's portfolio in Q2 2026, its #64 holding.
Level Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Level Financial Advisors's NextEra Energy position peaked at $740K in Q4 2021.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.