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Nestegg Advisors’s NextEra Energy NEE Stock Holding History

Nestegg Advisors’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 		$212K Buy
2,419
+17
+0.7% +$1.54K 0.15% 51
2026
Q1 		$223K Buy
+2,402
New +$214K 0.2% 50

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Nestegg Advisors's NEE Position: Q2 2026 in Review

Nestegg Advisors increased its NextEra Energy (NEE) stake by 0.71% in Q2 2026, buying an estimated $1.54K and bringing the position to 2,419 shares worth $212K. The position accounts for 0.15% of the portfolio, ranked #51.

Nestegg Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 569 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nestegg Advisors held 2,419 shares of NextEra Energy worth $212K as of Q2 2026.
  • Nestegg Advisors bought 17 NextEra Energy shares in Q2 2026, an estimated $1.54K.
  • NextEra Energy made up 0.15% of Nestegg Advisors's portfolio in Q2 2026, its #51 holding.
  • Nestegg Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Nestegg Advisors's NextEra Energy position peaked at $223K in Q1 2026.
  • 569 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.