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Planning Directions’s NextEra Energy NEE Stock Holding History

Planning Directions’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 		$297K Buy
3,384
+307
+10% +$27.8K 0.14% 84
2026
Q1 		$286K Buy
3,077
+18
+0.6% +$1.6K 0.14% 80
2025
Q4 		$246K Buy
3,059
+49
+2% +$4.06K 0.12% 84
2025
Q3 		$227K Buy
3,010
+21
+0.7% +$1.53K 0.12% 85
2025
Q2 		$207K Sell
2,989
-2,779
-48% -$193K 0.12% 84
2025
Q1 		$409K Buy
5,768
+2,420
+72% +$171K 0.17% 74
2024
Q4 		$240K Buy
3,348
+116
+4% +$9.01K 0.14% 70
2024
Q3 		$273K Buy
+3,232
New +$252K 0.16% 66

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Planning Directions's NEE Position: Q2 2026 in Review

Planning Directions increased its NextEra Energy (NEE) stake by 10% in Q2 2026, buying an estimated $27.8K and bringing the position to 3,384 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #84.

Planning Directions first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $409K in Q1 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Planning Directions held 3,384 shares of NextEra Energy worth $297K as of Q2 2026.
  • Planning Directions bought 307 NextEra Energy shares in Q2 2026, an estimated $27.8K.
  • NextEra Energy made up 0.14% of Planning Directions's portfolio in Q2 2026, its #84 holding.
  • Planning Directions first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
  • Planning Directions's NextEra Energy position peaked at $409K in Q1 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.