PFW Advisors’s NextEra Energy NEE Stock Holding History

PFW 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	$2.59M	Sell	29,462 -1,937	-6%	-$175K	0.75%	23
2026 Q1	$2.92M	Sell	31,399 -34	-0.1%	-$3.02K	0.92%	21
2025 Q4	$2.52M	Sell	31,433 -964	-3%	-$79.8K	0.76%	26
2025 Q3	$2.45M	Sell	32,397 -80	-0.2%	-$5.84K	0.72%	32
2025 Q2	$2.25M	Sell	32,477 -870	-3%	-$60.4K	0.69%	34
2025 Q1	$2.36M	Buy	33,347 +305	+0.9%	+$21.5K	0.74%	34
2024 Q4	$2.37M	Buy	+33,042	New	+$2.57M	0.73%	34
2024 Q2	$2.34M	Sell	32,977 -1,055	-3%	-$74.9K	0.74%	29
2024 Q1	$2.17M	Sell	34,032 -368	-1%	-$21.6K	0.66%	38
2023 Q4	$2.09M	Buy	34,400 +1,592	+5%	+$90.7K	0.67%	38
2023 Q3	$1.88M	Buy	32,808 +2,467	+8%	+$171K	0.66%	37
2023 Q2	$2.09M	Buy	+30,341	New	+$2.3M	0.7%	34
2019 Q3	$2.8M	Buy	+132,396	New	+$7.17M	0.85%	22

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PFW Advisors's NEE Position: Q2 2026 in Review

PFW Advisors reduced its NextEra Energy (NEE) stake by 6.2% in Q2 2026, selling an estimated $175K and leaving 29,462 shares worth $2.59M. The position accounts for 0.75% of the portfolio, ranked #23.

PFW Advisors first reported a position in NEE in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.92M in Q1 2026. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PFW Advisors held 29,462 shares of NextEra Energy worth $2.59M as of Q2 2026.
PFW Advisors sold 1,937 NextEra Energy shares in Q2 2026, an estimated $175K.
NextEra Energy made up 0.75% of PFW Advisors's portfolio in Q2 2026, its #23 holding.
PFW Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's NextEra Energy position peaked at $2.92M in Q1 2026.
637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.