Parr McKnight Wealth Management Group’s NextEra Energy NEE Stock Holding History

Parr McKnight Wealth Management 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	$6.67M	Buy	76,004 +12,961	+21%	+$1.17M	0.79%	36
2026 Q1	$5.86M	Sell	63,043 -5,799	-8%	-$516K	0.77%	40
2025 Q4	$5.53M	Sell	68,842 -1,517	-2%	-$126K	0.72%	37
2025 Q3	$5.31M	Buy	70,359 +518	+0.7%	+$37.8K	0.7%	38
2025 Q2	$4.85M	Buy	69,841 +82	+0.1%	+$5.7K	0.67%	43
2025 Q1	$4.95M	Sell	69,759 -293	-0.4%	-$20.7K	0.71%	39
2024 Q4	$5.02M	Buy	+70,052	New	+$5.44M	0.72%	35

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 $3.38T AUM 44.17% 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

Parr McKnight Wealth Management Group's NEE Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $1.17M and bringing the position to 76,004 shares worth $6.67M. The position accounts for 0.79% of the portfolio, ranked #36.

Parr McKnight Wealth Management Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Parr McKnight Wealth Management Group held 76,004 shares of NextEra Energy worth $6.67M as of Q2 2026.
Parr McKnight Wealth Management Group bought 12,961 NextEra Energy shares in Q2 2026, an estimated $1.17M.
NextEra Energy made up 0.79% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #36 holding.
Parr McKnight Wealth Management Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.