PKS Advisory Services’s NextEra Energy NEE Stock Holding History

PKS Advisory Services’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	$658K	Sell	7,500 -493	-6%	-$44.6K	0.11%	187
2026 Q1	$742K	Buy	7,993 +391	+5%	+$34.8K	0.17%	122
2025 Q4	$610K	Sell	7,602 -312	-4%	-$25.8K	0.14%	139
2025 Q3	$597K	Sell	7,914 -40	-0.5%	-$2.92K	0.12%	140
2025 Q2	$552K	Sell	7,954 -33	-0.4%	-$2.29K	0.14%	139
2025 Q1	$566K	Sell	7,987 -316	-4%	-$22.3K	0.16%	119
2024 Q4	$595K	Buy	+8,303	New	+$645K	0.15%	120

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

PKS Advisory Services's NEE Position: Q2 2026 in Review

PKS Advisory Services reduced its NextEra Energy (NEE) stake by 6.2% in Q2 2026, selling an estimated $44.6K and leaving 7,500 shares worth $658K. The position accounts for 0.11% of the portfolio, ranked #187.

PKS Advisory Services first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PKS Advisory Services held 7,500 shares of NextEra Energy worth $658K as of Q2 2026.
PKS Advisory Services sold 493 NextEra Energy shares in Q2 2026, an estimated $44.6K.
NextEra Energy made up 0.11% of PKS Advisory Services's portfolio in Q2 2026, its #187 holding.
PKS Advisory Services first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's NextEra Energy position peaked at $742K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.