Lugano Financial Advisors SA (LFA)’s NextEra Energy NEE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$13.4K	Buy	+153	New	+$13.8K	0.01%	235
2025 Q2	–	Sell	-100	Closed	-$7.09K	–	254
2025 Q1	$7.09K	Hold	100	–	–	﹤0.01%	188
2024 Q4	$7.17K	Hold	100	–	–	﹤0.01%	190
2024 Q3	$8.45K	Buy	+100	New	+$7.8K	0.01%	178
2022 Q4	–	Sell	-760	Closed	-$60K	–	123
2022 Q3	$60K	Hold	760	–	–	0.05%	80
2022 Q2	$58K	Buy	+760	New	+$57.9K	0.04%	86
2020 Q2	–	Sell	-14,872	Closed	-$997K	–	128
2020 Q1	$997K	Sell	14,872 -528	-3%	-$33.2K	0.9%	24
2019 Q4	$932K	Buy	+15,400	New	+$899K	0.68%	28
2019 Q2	$211K	Hold	4,120	–	–	0.13%	67
2019 Q1	$199K	Buy	4,120 +120	+3%	+$5.49K	0.12%	71
2018 Q4	$168K	Hold	4,000	–	–	0.12%	92
2018 Q3	$168K	Buy	+4,000	New	+$170K	0.12%	92

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

Lugano Financial Advisors SA (LFA)'s NEE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in NextEra Energy (NEE) in Q2 2026: 153 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in NEE as recently as Q1 2025.

Lugano Financial Advisors SA (LFA) first reported a position in NEE in Q3 2018 and has held it in 12 quarters since. The position peaked at $997K in Q1 2020. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 153 shares of NextEra Energy worth $13.4K as of Q2 2026.
NextEra Energy was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
NextEra Energy made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #235 holding.
Lugano Financial Advisors SA (LFA) first reported a position in NextEra Energy in Q3 2018 and has held it in 12 quarters since.
Lugano Financial Advisors SA (LFA)'s NextEra Energy position peaked at $997K in Q1 2020.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.