Net Worth Advisory Group’s NextEra Energy NEE Stock Holding History

Net Worth Advisory 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	–	Sell	-2,386	Closed	-$222K	–	451
2026 Q1	$222K	Buy	+2,386	New	+$212K	0.05%	387
2025 Q2	–	Sell	-2,926	Closed	-$207K	–	446
2025 Q1	$207K	Buy	+2,926	New	+$207K	0.07%	333
2024 Q4	–	Sell	-2,969	Closed	-$251K	–	401
2024 Q3	$251K	Buy	+2,969	New	+$232K	0.07%	318

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

Net Worth Advisory Group's NEE Position: Q2 2026 in Review

Net Worth Advisory Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,386 shares — an estimated $222K sold.

Net Worth Advisory Group first reported a position in NEE in Q3 2024 and held it in 3 quarters. The position peaked at $251K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Net Worth Advisory Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 2,386 NextEra Energy shares in Q2 2026, an estimated $222K.
Net Worth Advisory Group first reported a position in NextEra Energy in Q3 2024 and held it in 3 quarters.
Net Worth Advisory Group's NextEra Energy position peaked at $251K in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.