ORBA Wealth Advisors’s NextEra Energy NEE Stock Holding History

ORBA Wealth 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	$261K	Sell	2,968 -2,944	-50%	-$266K	0.22%	73
2026 Q1	$549K	Hold	5,912	–	–	0.65%	45
2025 Q4	$475K	Sell	5,912 -358	-6%	-$29.7K	0.41%	53
2025 Q3	$473K	Hold	6,270	–	–	0.39%	52
2025 Q2	$435K	Buy	6,270 +2,571	+70%	+$179K	0.4%	48
2025 Q1	$262K	Hold	3,699	–	–	0.13%	94
2024 Q4	$265K	Sell	3,699 -32	-0.9%	-$2.49K	0.14%	91
2024 Q3	$315K	Sell	3,731 -30	-0.8%	-$2.34K	0.16%	90
2024 Q2	$266K	Buy	3,761 +441	+13%	+$31.3K	0.14%	90
2024 Q1	$212K	Hold	3,320	–	–	0.12%	95
2023 Q4	$202K	Buy	+3,320	New	+$189K	0.12%	90

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

ORBA Wealth Advisors's NEE Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its NextEra Energy (NEE) stake by 50% in Q2 2026, selling an estimated $266K and leaving 2,968 shares worth $261K. The position accounts for 0.22% of the portfolio, ranked #73.

ORBA Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

ORBA Wealth Advisors held 2,968 shares of NextEra Energy worth $261K as of Q2 2026.
ORBA Wealth Advisors sold 2,944 NextEra Energy shares in Q2 2026, an estimated $266K.
NextEra Energy made up 0.22% of ORBA Wealth Advisors's portfolio in Q2 2026, its #73 holding.
ORBA Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's NextEra Energy position peaked at $549K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.