Marshall & Sterling Wealth Advisors’s NextEra Energy NEE Stock Holding History

Marshall & Sterling 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	$14.7K	Hold	168	–	–	0.01%	222
2026 Q1	$15.6K	Hold	168	–	–	0.01%	209
2025 Q4	$13.5K	Sell	168 -125	-43%	-$10.4K	0.01%	218
2025 Q3	$22.1K	Hold	293	–	–	0.01%	260
2025 Q2	$20.3K	Sell	293 -107	-27%	-$7.43K	0.01%	257
2025 Q1	$28.3K	Buy	400 +232	+138%	+$16.4K	0.02%	223
2024 Q4	$12K	Buy	+168	New	+$13.1K	0.01%	222

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NEE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 168 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #222.

Marshall & Sterling Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.3K in Q1 2025. 786 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 168 shares of NextEra Energy worth $14.7K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Marshall & Sterling Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's NextEra Energy position peaked at $28.3K in Q1 2025.
786 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.