Novak & Powell Financial Services’s NextEra Energy NEE Stock Holding History

Novak & Powell Financial Services’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	$497K	Sell	5,658 -12	-0.2%	-$1.08K	0.23%	81
2026 Q1	$527K	Hold	5,670	–	–	0.28%	77
2025 Q4	$455K	Hold	5,670	–	–	0.24%	89
2025 Q3	$428K	Hold	5,670	–	–	0.23%	89
2025 Q2	$394K	Hold	5,670	–	–	0.27%	80
2025 Q1	$402K	Hold	5,670	–	–	0.25%	89
2024 Q4	$406K	Hold	5,670	–	–	0.24%	86
2024 Q3	$479K	Hold	5,670	–	–	0.28%	84
2024 Q2	$401K	Hold	5,670	–	–	0.25%	88
2024 Q1	$362K	Hold	5,670	–	–	0.27%	86
2023 Q4	$344K	Buy	+5,670	New	+$323K	0.23%	93

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

Novak & Powell Financial Services's NEE Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its NextEra Energy (NEE) stake by 0.21% in Q2 2026, selling an estimated $1.08K and leaving 5,658 shares worth $497K. The position accounts for 0.23% of the portfolio, ranked #81.

Novak & Powell Financial Services first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Novak & Powell Financial Services held 5,658 shares of NextEra Energy worth $497K as of Q2 2026.
Novak & Powell Financial Services sold 12 NextEra Energy shares in Q2 2026, an estimated $1.08K.
NextEra Energy made up 0.23% of Novak & Powell Financial Services's portfolio in Q2 2026, its #81 holding.
Novak & Powell Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's NextEra Energy position peaked at $527K in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.