LPL Financial’s NextEra Energy NEE Stock Holding History

LPL Financial’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
2025 Q1	–	Sell	-29,700	Closed	-$2.13M	–	5460
2024 Q4	$2.13M	Buy	29,700 +16,700	+128%	+$1.3M	﹤0.01%	2801
2024 Q3	$1.1M	Sell	13,000 -10,700	-45%	-$835K	﹤0.01%	3306
2024 Q2	$1.68M	Buy	23,700 +23,247	+5,132%	+$1.65M	﹤0.01%	2767
2024 Q1	$2.9M	Sell	453 -7,047	-94%	-$413K	﹤0.01%	2208
2023 Q4	$456K	Sell	7,500 -12,200	-62%	-$695K	﹤0.01%	3744
2023 Q3	$1.13M	Buy	19,700 +17,000	+630%	+$1.18M	﹤0.01%	2793
2023 Q2	$200K	Buy	+2,700	New	+$204K	﹤0.01%	4158

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 $3.38T AUM 44.17% 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

LPL Financial's NEE Position: Q2 2026 in Review

LPL Financial increased its NextEra Energy (NEE) stake by 2.3% in Q2 2026, buying an estimated $8.42M and bringing the position to 4,176,321 shares worth $367M. The position accounts for 0.08% of the portfolio, ranked #237.

LPL Financial first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $379M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LPL Financial held 4,176,321 shares of NextEra Energy worth $367M as of Q2 2026.
LPL Financial bought 93,105 NextEra Energy shares in Q2 2026, an estimated $8.42M.
NextEra Energy made up 0.08% of LPL Financial's portfolio in Q2 2026, its #237 holding.
LPL Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
LPL Financial's NextEra Energy position peaked at $379M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.