PlanVest Financial’s NextEra Energy NEE Stock Holding History

PlanVest Financial’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	$5.81K	Hold	66	–	–	﹤0.01%	446
2026 Q1	$6.15K	Buy	+66	New	+$5.87K	﹤0.01%	415

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

PlanVest Financial's NEE Position: Q2 2026 in Review

PlanVest Financial held its NextEra Energy (NEE) position steady in Q2 2026 at 66 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

PlanVest Financial first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.15K in Q1 2026. 2,975 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PlanVest Financial held 66 shares of NextEra Energy worth $5.81K as of Q2 2026.
PlanVest Financial left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #446 holding.
PlanVest Financial first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's NextEra Energy position peaked at $6.15K in Q1 2026.
2,975 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.