Nadler Financial Group’s NextEra Energy NEE Stock Holding History

Nadler Financial Group’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	$343K	Hold	3,910	–	–	0.03%	109
2026 Q1	$363K	Hold	3,910	–	–	0.04%	97
2025 Q4	$314K	Hold	3,910	–	–	0.03%	108
2025 Q3	$295K	Hold	3,910	–	–	0.03%	103
2025 Q2	$271K	Hold	3,910	–	–	0.03%	106
2025 Q1	$277K	Hold	3,910	–	–	0.03%	99
2024 Q4	$280K	Buy	+3,910	New	+$304K	0.03%	97
2015 Q2	–	Sell	-7,780	Closed	-$202K	–	86
2015 Q1	$202K	Buy	+7,780	New	+$205K	0.1%	83
2013 Q4	–	Sell	-10,932	Closed	-$219K	–	83
2013 Q3	$219K	Buy	10,932 +8	+0.1%	+$165	0.16%	67
2013 Q2	$223K	Buy	+10,924	New	+$217K	0.16%	77

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

Nadler Financial Group's NEE Position: Q2 2026 in Review

Nadler Financial Group held its NextEra Energy (NEE) position steady in Q2 2026 at 3,910 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #109.

Nadler Financial Group first reported a position in NEE in Q2 2013 and has held it in 10 quarters since. The position peaked at $363K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Nadler Financial Group held 3,910 shares of NextEra Energy worth $343K as of Q2 2026.
Nadler Financial Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #109 holding.
Nadler Financial Group first reported a position in NextEra Energy in Q2 2013 and has held it in 10 quarters since.
Nadler Financial Group's NextEra Energy position peaked at $363K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.