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Medallion Wealth Advisors’s NextEra Energy NEE Stock Holding History

Medallion 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 		$225K Buy
2,567
+2,108
+459% +$191K 0.07% 223
2026
Q1 		$42.6K Buy
459
+67
+17% +$5.96K 0.01% 502
2025
Q4 		$31.5K Sell
392
-12
-3% -$994 0.01% 559
2025
Q3 		$30.5K Sell
404
-1
-0.2% -$73 0.01% 559
2025
Q2 		$29.4K Sell
405
-74
-15% -$5.14K 0.01% 553
2025
Q1 		$34.1K Buy
479
+73
+18% +$5.15K 0.02% 489
2024
Q4 		$29.1K Buy
+406
New +$31.5K 0.01% 504

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Medallion Wealth Advisors's NEE Position: Q2 2026 in Review

Medallion Wealth Advisors increased its NextEra Energy (NEE) stake by 459% in Q2 2026, buying an estimated $191K and bringing the position to 2,567 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #223.

Medallion Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Medallion Wealth Advisors held 2,567 shares of NextEra Energy worth $225K as of Q2 2026.
  • Medallion Wealth Advisors bought 2,108 NextEra Energy shares in Q2 2026, an estimated $191K.
  • NextEra Energy made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Medallion Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.