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Networth Advisors’s NextEra Energy NEE Stock Holding History

Networth 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 		– Sell
-109
Closed -$10.1K – 415
2026
Q1 		$10.1K Buy
109
+96
+738% +$8.54K 0.01% 191
2025
Q4 		$1.04K Buy
+13
New +$1.08K ﹤0.01% 313

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Networth Advisors's NEE Position: Q2 2026 in Review

Networth Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 109 shares — an estimated $10.1K sold.

Networth Advisors first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2026. 1,848 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Networth Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 109 NextEra Energy shares in Q2 2026, an estimated $10.1K.
  • Networth Advisors first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's NextEra Energy position peaked at $10.1K in Q1 2026.
  • 1,848 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.