Montgomery Financial Services’s NextEra Energy NEE Stock Holding History

Montgomery Financial Services’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	$8.87K	Buy	+101	New	+$9.14K	0.01%	185

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Montgomery Financial Services's NEE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in NextEra Energy (NEE) in Q2 2026: 101 shares worth $8.87K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Montgomery Financial Services held 101 shares of NextEra Energy worth $8.87K as of Q2 2026.
NextEra Energy was a new Montgomery Financial Services position in Q2 2026.
NextEra Energy made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #185 holding.
2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.