PS
NEE icon

Planning Strategies’s NextEra Energy NEE Stock Holding History

Planning Strategies’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 		$28.4K Buy
+324
New +$29.3K 0.02% 207

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Planning Strategies's NEE Position: Q2 2026 in Review

Planning Strategies opened a new position in NextEra Energy (NEE) in Q2 2026: 324 shares worth $28.4K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Planning Strategies held 324 shares of NextEra Energy worth $28.4K as of Q2 2026.
  • NextEra Energy was a new Planning Strategies position in Q2 2026.
  • NextEra Energy made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #207 holding.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.