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LifePlan Investment Advisors’s NextEra Energy NEE Stock Holding History

LifePlan Investment 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 		$1.05M Buy
11,969
+121
+1% +$10.9K 0.36% 69
2026
Q1 		$1.1M Buy
+11,848
New +$1.05M 0.43% 62

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LifePlan Investment Advisors's NEE Position: Q2 2026 in Review

LifePlan Investment Advisors increased its NextEra Energy (NEE) stake by 1% in Q2 2026, buying an estimated $10.9K and bringing the position to 11,969 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #69.

LifePlan Investment Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LifePlan Investment Advisors held 11,969 shares of NextEra Energy worth $1.05M as of Q2 2026.
  • LifePlan Investment Advisors bought 121 NextEra Energy shares in Q2 2026, an estimated $10.9K.
  • NextEra Energy made up 0.36% of LifePlan Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • LifePlan Investment Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • LifePlan Investment Advisors's NextEra Energy position peaked at $1.1M in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.