Marin Bay Wealth Advisors’s NextEra Energy NEE Stock Holding History

Marin Bay 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	$449K	Sell	5,112 -735	-13%	-$66.5K	0.24%	70
2026 Q1	$428K	Buy	5,847 +1,052	+22%	+$93.5K	0.26%	69
2025 Q4	$385K	Buy	+4,795	New	+$397K	0.22%	68

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

Marin Bay Wealth Advisors's NEE Position: Q2 2026 in Review

Marin Bay Wealth Advisors reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $66.5K and leaving 5,112 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #70.

Marin Bay Wealth Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Marin Bay Wealth Advisors held 5,112 shares of NextEra Energy worth $449K as of Q2 2026.
Marin Bay Wealth Advisors sold 735 NextEra Energy shares in Q2 2026, an estimated $66.5K.
NextEra Energy made up 0.24% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Marin Bay Wealth Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.