Lloyd Advisory Services’s NextEra Energy NEE Stock Holding History

Lloyd Advisory Services’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	-1,175	Closed	-$109K	–	867
2026 Q1	$109K	Buy	+1,175	New	+$104K	0.03%	200
2022 Q2	–	Sell	-1,190	Closed	-$101K	–	380
2022 Q1	$101K	Buy	1,190 +338	+40%	+$27.1K	0.05%	162
2021 Q4	$80K	Buy	852 +450	+112%	+$38.9K	0.04%	156
2021 Q3	$32K	Sell	402 -40	-9%	-$3.23K	0.02%	203
2021 Q2	$32K	Hold	442	–	–	0.02%	205
2021 Q1	$33K	Sell	442 -38	-8%	-$2.97K	0.02%	179
2020 Q4	$37K	Sell	480 -20	-4%	-$1.5K	0.02%	137
2020 Q3	$35K	Sell	500 -76	-13%	-$5.25K	0.02%	124
2020 Q2	$35K	Hold	576	–	–	0.02%	130
2020 Q1	$35K	Sell	576 -76	-12%	-$4.78K	0.03%	111
2019 Q4	$40K	Buy	+652	New	+$38.1K	0.04%	142

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

Lloyd Advisory Services's NEE Position: Q2 2026 in Review

Lloyd Advisory Services sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,175 shares — an estimated $109K sold.

Lloyd Advisory Services first reported a position in NEE in Q4 2019 and held it in 11 quarters. The position peaked at $109K in Q1 2026. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lloyd Advisory Services reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,175 NextEra Energy shares in Q2 2026, an estimated $109K.
Lloyd Advisory Services first reported a position in NextEra Energy in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's NextEra Energy position peaked at $109K in Q1 2026.
3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.