ORG Wealth Partners’s NextEra Energy NEE Stock Holding History

ORG Wealth Partners’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	$629K	Sell	7,162 -260	-4%	-$23.5K	0.09%	129
2026 Q1	$689K	Buy	7,422 +4,462	+151%	+$397K	0.14%	93
2025 Q4	$238K	Sell	2,960 -259	-8%	-$21.5K	0.06%	181
2025 Q3	$243K	Buy	3,219 +1,538	+91%	+$112K	0.05%	186
2025 Q2	$123K	Sell	1,681 -4,908	-74%	-$341K	0.03%	217
2025 Q1	$467K	Buy	6,589 +1,642	+33%	+$116K	0.14%	119
2024 Q4	$355K	Buy	4,947 +4,418	+835%	+$343K	0.11%	88
2024 Q3	$44.7K	Buy	+529	New	+$41.3K	0.01%	252

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

ORG Wealth Partners's NEE Position: Q2 2026 in Review

ORG Wealth Partners reduced its NextEra Energy (NEE) stake by 3.5% in Q2 2026, selling an estimated $23.5K and leaving 7,162 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #129.

ORG Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $689K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

ORG Wealth Partners held 7,162 shares of NextEra Energy worth $629K as of Q2 2026.
ORG Wealth Partners sold 260 NextEra Energy shares in Q2 2026, an estimated $23.5K.
NextEra Energy made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #129 holding.
ORG Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's NextEra Energy position peaked at $689K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.