Phillips Wealth Planners’s NextEra Energy NEE Stock Holding History

Phillips Wealth Planners’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	Buy	7,111 +156	+2%	+$14.1K	0.46%	62
2026 Q1	$660K	Sell	6,955 -49	-0.7%	-$4.36K	0.5%	58
2025 Q4	$587K	Sell	7,004 -328	-4%	-$27.2K	0.47%	66
2025 Q3	$602K	Sell	7,332 -780	-10%	-$57K	0.5%	63
2025 Q2	$588K	Buy	8,112 +192	+2%	+$13.3K	0.53%	63
2025 Q1	$521K	Buy	7,920 +63	+0.8%	+$4.45K	0.55%	61
2024 Q4	$529K	Sell	7,857 -25	-0.3%	-$1.94K	0.53%	58
2024 Q3	$665K	Sell	7,882 -1,537	-16%	-$120K	0.64%	41
2024 Q2	$687K	Buy	9,419 +787	+9%	+$55.8K	0.72%	33
2024 Q1	$533K	Buy	8,632 +1,746	+25%	+$102K	0.61%	47
2023 Q4	$397K	Sell	6,886 -2,212	-24%	-$126K	0.48%	71
2023 Q3	$477K	Buy	9,098 +47	+0.5%	+$3.25K	0.65%	52
2023 Q2	$672K	Buy	9,051 +270	+3%	+$20.4K	0.88%	35
2023 Q1	$674K	Buy	8,781 +237	+3%	+$18.2K	0.89%	33
2022 Q4	$646K	Buy	+8,544	New	+$690K	1.13%	29

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

Phillips Wealth Planners's NEE Position: Q2 2026 in Review

Phillips Wealth Planners increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 7,111 shares worth $629K. The position accounts for 0.46% of the portfolio, ranked #62.

Phillips Wealth Planners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $687K in Q2 2024. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Phillips Wealth Planners held 7,111 shares of NextEra Energy worth $629K as of Q2 2026.
Phillips Wealth Planners bought 156 NextEra Energy shares in Q2 2026, an estimated $14.1K.
NextEra Energy made up 0.46% of Phillips Wealth Planners's portfolio in Q2 2026, its #62 holding.
Phillips Wealth Planners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Phillips Wealth Planners's NextEra Energy position peaked at $687K in Q2 2024.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.