National Wealth Management Group’s NextEra Energy NEE Stock Holding History

National Wealth Management 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	$369K	Sell	4,205 -92	-2%	-$8.32K	0.11%	147
2026 Q1	$399K	Sell	4,297 -461	-10%	-$41K	0.15%	139
2025 Q4	$382K	Sell	4,758 -3,256	-41%	-$270K	0.13%	155
2025 Q3	$605K	Buy	+8,014	New	+$586K	0.23%	106
2024 Q2	–	Sell	-3,219	Closed	-$206K	–	144
2024 Q1	$206K	Buy	+3,219	New	+$189K	0.16%	126
2023 Q1	–	Sell	-2,559	Closed	-$214K	–	155
2022 Q4	$214K	Sell	2,559 -236	-8%	-$19.1K	0.26%	124
2022 Q3	$219K	Buy	+2,795	New	+$237K	0.28%	112
2022 Q2	–	Sell	-2,495	Closed	-$211K	–	130
2022 Q1	$211K	Sell	2,495 -200	-7%	-$16K	0.2%	103
2021 Q4	$252K	Buy	+2,695	New	+$233K	0.24%	104

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

National Wealth Management Group's NEE Position: Q2 2026 in Review

National Wealth Management Group reduced its NextEra Energy (NEE) stake by 2.1% in Q2 2026, selling an estimated $8.32K and leaving 4,205 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #147.

National Wealth Management Group first reported a position in NEE in Q4 2021 and has held it in 9 quarters since. The position peaked at $605K in Q3 2025. 854 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

National Wealth Management Group held 4,205 shares of NextEra Energy worth $369K as of Q2 2026.
National Wealth Management Group sold 92 NextEra Energy shares in Q2 2026, an estimated $8.32K.
NextEra Energy made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #147 holding.
National Wealth Management Group first reported a position in NextEra Energy in Q4 2021 and has held it in 9 quarters since.
National Wealth Management Group's NextEra Energy position peaked at $605K in Q3 2025.
854 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.