NWF Advisory Services’s NextEra Energy NEE Stock Holding History

NWF Advisory 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	$673K	Buy	7,665 +315	+4%	+$28.5K	0.06%	180
2026 Q1	$683K	Sell	7,350 -1,704	-19%	-$151K	0.08%	170
2025 Q4	$727K	Buy	9,054 +403	+5%	+$33.4K	0.08%	159
2025 Q3	$653K	Sell	8,651 -20,172	-70%	-$1.47M	0.07%	180
2025 Q2	$2M	Buy	28,823 +12,318	+75%	+$856K	0.24%	76
2025 Q1	$1.17M	Buy	16,505 +9,225	+127%	+$651K	0.16%	101
2024 Q4	$522K	Sell	7,280 -1,073	-13%	-$83.4K	0.08%	129
2024 Q3	$706K	Buy	8,353 +92	+1%	+$7.18K	0.1%	131
2024 Q2	$585K	Buy	8,261 +1,100	+15%	+$78K	0.09%	139
2024 Q1	$458K	Sell	7,161 -2,813	-28%	-$165K	0.08%	168
2023 Q4	$606K	Sell	9,974 -1,102	-10%	-$62.8K	0.12%	131
2023 Q3	$635K	Sell	11,076 -270	-2%	-$18.7K	0.15%	113
2023 Q2	$842K	Hold	11,346	–	–	0.2%	97
2023 Q1	$842K	Buy	+11,346	New	+$873K	0.2%	97

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NWF Advisory Services's NEE Position: Q2 2026 in Review

NWF Advisory Services increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 7,665 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #180.

NWF Advisory Services first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2M in Q2 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

NWF Advisory Services held 7,665 shares of NextEra Energy worth $673K as of Q2 2026.
NWF Advisory Services bought 315 NextEra Energy shares in Q2 2026, an estimated $28.5K.
NextEra Energy made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #180 holding.
NWF Advisory Services first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's NextEra Energy position peaked at $2M in Q2 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.