Park Square Financial Group’s NextEra Energy NEE Stock Holding History

Park Square Financial Group’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	$1.75K	Sell	20 -20	-50%	-$1.81K	0.02%	175
2026 Q1	$3.72K	Sell	40 -433	-92%	-$38.5K	0.03%	168
2025 Q4	$33.9K	Buy	473 +472	+47,200%	+$39.1K	0.2%	48
2025 Q3	$76	Sell	1 -848	-100%	-$62K	﹤0.01%	255
2025 Q2	$58.9K	Sell	849 -191	-18%	-$13.3K	0.04%	276
2025 Q1	$73.7K	Sell	1,040 -1,454	-58%	-$103K	0.06%	219
2024 Q4	$179K	Buy	+2,494	New	+$194K	0.12%	105

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

Park Square Financial Group's NEE Position: Q2 2026 in Review

Park Square Financial Group reduced its NextEra Energy (NEE) stake by 50% in Q2 2026, selling an estimated $1.81K and leaving 20 shares worth $1.75K. The position accounts for 0.02% of the portfolio, ranked #175.

Park Square Financial Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $179K in Q4 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Park Square Financial Group held 20 shares of NextEra Energy worth $1.75K as of Q2 2026.
Park Square Financial Group sold 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
NextEra Energy made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #175 holding.
Park Square Financial Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's NextEra Energy position peaked at $179K in Q4 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.