Plan A Wealth’s NextEra Energy NEE Stock Holding History

Plan A Wealth’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	$638K	Buy	7,274 +636	+10%	+$57.5K	0.27%	59
2026 Q1	$617K	Buy	6,638 +372	+6%	+$33.1K	0.3%	57
2025 Q4	$503K	Buy	6,266 +192	+3%	+$15.9K	0.25%	69
2025 Q3	$459K	Buy	6,074 +162	+3%	+$11.8K	0.23%	76
2025 Q2	$410K	Buy	5,912 +2,371	+67%	+$165K	0.23%	84
2025 Q1	$251K	Buy	+3,541	New	+$250K	0.19%	88

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

Plan A Wealth's NEE Position: Q2 2026 in Review

Plan A Wealth increased its NextEra Energy (NEE) stake by 9.6% in Q2 2026, buying an estimated $57.5K and bringing the position to 7,274 shares worth $638K. The position accounts for 0.27% of the portfolio, ranked #59.

Plan A Wealth first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Plan A Wealth held 7,274 shares of NextEra Energy worth $638K as of Q2 2026.
Plan A Wealth bought 636 NextEra Energy shares in Q2 2026, an estimated $57.5K.
NextEra Energy made up 0.27% of Plan A Wealth's portfolio in Q2 2026, its #59 holding.
Plan A Wealth first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.