LGT Financial Advisors’s NextEra Energy NEE Stock Holding History

LGT 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	–	Sell	-114	Closed	-$10.6K	–	244
2026 Q1	$10.6K	Hold	114	–	–	0.05%	130
2025 Q4	$9.15K	Hold	114	–	–	0.06%	150
2025 Q3	$8.61K	Hold	114	–	–	0.02%	247
2025 Q2	$7.91K	Buy	+114	New	+$7.92K	0.02%	233
2023 Q4	–	Sell	-52	Closed	-$2.98K	–	940
2023 Q3	$2.98K	Buy	+52	New	+$3.6K	﹤0.01%	726

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

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

LGT Financial Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 114 shares — an estimated $10.6K sold.

LGT Financial Advisors first reported a position in NEE in Q3 2023 and held it in 5 quarters. The position peaked at $10.6K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LGT Financial Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 114 NextEra Energy shares in Q2 2026, an estimated $10.6K.
LGT Financial Advisors first reported a position in NextEra Energy in Q3 2023 and held it in 5 quarters.
LGT Financial Advisors's NextEra Energy position peaked at $10.6K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.