Lineweaver Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lineweaver Wealth 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	$4.46M	Buy	50,864 +3,081	+6%	+$279K	0.53%	43
2026 Q1	$4.44M	Sell	47,783 -3,332	-7%	-$296K	0.6%	38
2025 Q4	$4.1M	Buy	51,115 +4,364	+9%	+$361K	0.56%	38
2025 Q3	$3.53M	Sell	46,751 -1,287	-3%	-$94K	0.52%	38
2025 Q2	$3.33M	Buy	48,038 +4,168	+10%	+$290K	0.53%	39
2025 Q1	$3.11M	Buy	43,870 +49	+0.1%	+$3.46K	0.53%	41
2024 Q4	$3.14M	Buy	43,821 +4,613	+12%	+$358K	0.58%	37
2024 Q3	$3.31M	Buy	39,208 +1,641	+4%	+$128K	0.63%	35
2024 Q2	$2.66M	Buy	37,567 +722	+2%	+$51.2K	0.55%	38
2024 Q1	$2.35M	Buy	36,845 +2,754	+8%	+$161K	0.56%	37
2023 Q4	$2.07M	Buy	34,091 +18,896	+124%	+$1.08M	0.54%	40
2023 Q3	$871K	Buy	+15,195	New	+$1.05M	0.25%	66
2022 Q1	–	Sell	-2,169	Closed	-$202K	–	144
2021 Q4	$202K	Buy	+2,169	New	+$187K	0.06%	128

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lineweaver Wealth Advisors's NEE Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its NextEra Energy (NEE) stake by 6.4% in Q2 2026, buying an estimated $279K and bringing the position to 50,864 shares worth $4.46M. The position accounts for 0.53% of the portfolio, ranked #43.

Lineweaver Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 13 quarters since. 1,222 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lineweaver Wealth Advisors held 50,864 shares of NextEra Energy worth $4.46M as of Q2 2026.
Lineweaver Wealth Advisors bought 3,081 NextEra Energy shares in Q2 2026, an estimated $279K.
NextEra Energy made up 0.53% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Lineweaver Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 13 quarters since.
1,222 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.