Moneywise Inc’s NextEra Energy NEE Stock Holding History

Moneywise Inc’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	$243K	Buy	2,768 +57	+2%	+$5.16K	0.09%	77
2026 Q1	$252K	Hold	2,711	–	–	0.11%	75
2025 Q4	$218K	Buy	2,711 +15	+0.6%	+$1.24K	0.09%	78
2025 Q3	$204K	Buy	+2,696	New	+$197K	0.09%	71
2024 Q4	–	Sell	-2,696	Closed	-$228K	–	60
2024 Q3	$228K	Sell	2,696 -140	-5%	-$10.9K	0.11%	57
2024 Q2	$201K	Buy	+2,836	New	+$201K	0.11%	57
2023 Q3	–	Sell	-2,836	Closed	-$210K	–	51
2023 Q2	$210K	Hold	2,836	–	–	0.13%	49
2023 Q1	$219K	Hold	2,836	–	–	0.14%	47
2022 Q4	$237K	Sell	2,836 -1,044	-27%	-$84.3K	0.18%	43
2022 Q3	$304K	Hold	3,880	–	–	0.25%	40
2022 Q2	$301K	Hold	3,880	–	–	0.23%	40
2022 Q1	$329K	Buy	3,880 +140	+4%	+$11.2K	0.22%	36
2021 Q4	$349K	Sell	3,740 -327	-8%	-$28.3K	0.22%	38
2021 Q3	$319K	Hold	4,067	–	–	0.21%	39
2021 Q2	$298K	Hold	4,067	–	–	0.2%	39
2021 Q1	$308K	Buy	+4,067	New	+$317K	0.21%	41

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Moneywise Inc's NEE Position: Q2 2026 in Review

Moneywise Inc increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $5.16K and bringing the position to 2,768 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #77.

Moneywise Inc first reported a position in NEE in Q1 2021 and has held it in 16 quarters since. The position peaked at $349K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Moneywise Inc held 2,768 shares of NextEra Energy worth $243K as of Q2 2026.
Moneywise Inc bought 57 NextEra Energy shares in Q2 2026, an estimated $5.16K.
NextEra Energy made up 0.09% of Moneywise Inc's portfolio in Q2 2026, its #77 holding.
Moneywise Inc first reported a position in NextEra Energy in Q1 2021 and has held it in 16 quarters since.
Moneywise Inc's NextEra Energy position peaked at $349K in Q4 2021.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.