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Peak Retirement Planning’s NextEra Energy NEE Stock Holding History

Peak Retirement Planning’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 		$340K Sell
3,877
-382
-9% -$34.6K 0.05% 130
2026
Q1 		$396K Buy
4,259
+425
+11% +$37.8K 0.08% 107
2025
Q4 		$308K Buy
3,834
+476
+14% +$39.4K 0.07% 119
2025
Q3 		$254K Sell
3,358
-314
-9% -$22.9K 0.07% 117
2025
Q2 		$255K Buy
3,672
+358
+11% +$24.9K 0.1% 109
2025
Q1 		$235K Sell
3,314
-24
-0.7% -$1.69K 0.13% 103
2024
Q4 		$266K Buy
+3,338
New +$259K 0.18% 90

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Retirement Planning's NEE Position: Q2 2026 in Review

Peak Retirement Planning reduced its NextEra Energy (NEE) stake by 9% in Q2 2026, selling an estimated $34.6K and leaving 3,877 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #130.

Peak Retirement Planning first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q1 2026. 3,020 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Peak Retirement Planning held 3,877 shares of NextEra Energy worth $340K as of Q2 2026.
  • Peak Retirement Planning sold 382 NextEra Energy shares in Q2 2026, an estimated $34.6K.
  • NextEra Energy made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #130 holding.
  • Peak Retirement Planning first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Peak Retirement Planning's NextEra Energy position peaked at $396K in Q1 2026.
  • 3,020 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.