Level Wealth Management’s NextEra Energy NEE Stock Holding History

Level Wealth Management’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	–	Sell	-2,370	Closed	-$220K	–	72
2026 Q1	$220K	Buy	+2,370	New	+$211K	0.1%	63

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 Wealth Management's NEE Position: Q2 2026 in Review

Level Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,370 shares — an estimated $220K sold.

Level Wealth Management first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Level Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Level Wealth Management sold 2,370 NextEra Energy shares in Q2 2026, an estimated $220K.
Level Wealth Management first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Level Wealth Management's NextEra Energy position peaked at $220K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.