Pines Wealth Management’s NextEra Energy NEE Stock Holding History

Pines Wealth Management’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	$1.81M	Sell	20,579 -142	-0.7%	-$12.8K	0.52%	48
2026 Q1	$1.92M	Sell	20,721 -442	-2%	-$39.3K	0.62%	33
2025 Q4	$1.7M	Buy	21,163 +75	+0.4%	+$6.21K	0.55%	41
2025 Q3	$1.59M	Buy	21,088 +432	+2%	+$31.6K	0.54%	42
2025 Q2	$1.53M	Buy	20,656 +1,520	+8%	+$106K	0.54%	40
2025 Q1	$1.23M	Buy	19,136 +1,377	+8%	+$97.2K	0.57%	41
2024 Q4	$1.2M	Buy	+17,759	New	+$1.38M	0.52%	48

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

Pines Wealth Management's NEE Position: Q2 2026 in Review

Pines Wealth Management reduced its NextEra Energy (NEE) stake by 0.69% in Q2 2026, selling an estimated $12.8K and leaving 20,579 shares worth $1.81M. The position accounts for 0.52% of the portfolio, ranked #48.

Pines Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pines Wealth Management held 20,579 shares of NextEra Energy worth $1.81M as of Q2 2026.
Pines Wealth Management sold 142 NextEra Energy shares in Q2 2026, an estimated $12.8K.
NextEra Energy made up 0.52% of Pines Wealth Management's portfolio in Q2 2026, its #48 holding.
Pines Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's NextEra Energy position peaked at $1.92M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.