Motley Fool Wealth Management’s NextEra Energy NEE Stock Holding History

Motley Fool Wealth Management’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	$244K	Sell	2,778 -148,204	-98%	-$13.4M	3.7%	13
2026 Q1	$14M	Sell	150,982 -62,782	-29%	-$5.58M	1.59%	19
2025 Q4	$17.2M	Sell	213,764 -43,999	-17%	-$3.64M	1.33%	20
2025 Q3	$19.5M	Sell	257,763 -40,436	-14%	-$2.95M	1.32%	18
2025 Q2	$20.7M	Buy	298,199 +171,485	+135%	+$11.9M	1.25%	23
2025 Q1	$8.98M	Sell	126,714 -10,134	-7%	-$715K	0.53%	66
2024 Q4	$9.66M	Sell	136,848 -5,776	-4%	-$449K	0.5%	67
2024 Q3	$12.1M	Sell	142,624 -2,155	-1%	-$168K	0.6%	59
2024 Q2	$10.3M	Buy	144,779 +2,037	+1%	+$145K	0.52%	66
2024 Q1	$9.12M	Sell	142,742 -452	-0.3%	-$26.5K	0.47%	72
2023 Q4	$8.72M	Buy	+143,194	New	+$8.16M	0.46%	71

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

Motley Fool Wealth Management's NEE Position: Q2 2026 in Review

Motley Fool Wealth Management reduced its NextEra Energy (NEE) stake by 98% in Q2 2026, selling an estimated $13.4M and leaving 2,778 shares worth $244K. The position accounts for 3.7% of the portfolio, ranked #13.

Motley Fool Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q2 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Motley Fool Wealth Management held 2,778 shares of NextEra Energy worth $244K as of Q2 2026.
Motley Fool Wealth Management sold 148,204 NextEra Energy shares in Q2 2026, an estimated $13.4M.
NextEra Energy made up 3.7% of Motley Fool Wealth Management's portfolio in Q2 2026, its #13 holding.
Motley Fool Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Motley Fool Wealth Management's NextEra Energy position peaked at $20.7M in Q2 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.