Plotkin Financial Advisors’s NextEra Energy NEE Stock Holding History

Plotkin Financial Advisors’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	$476K	Hold	5,425	–	–	0.2%	67
2026 Q1	$504K	Hold	5,425	–	–	0.25%	55
2025 Q4	$436K	Hold	5,425	–	–	0.21%	66
2025 Q3	$410K	Hold	5,425	–	–	0.2%	69
2025 Q2	$377K	Sell	5,425 -100	-2%	-$6.95K	0.21%	67
2025 Q1	$392K	Sell	5,525 -275	-5%	-$19.4K	0.24%	65
2024 Q4	$416K	Hold	5,800	–	–	0.25%	62
2024 Q3	$490K	Buy	5,800 +400	+7%	+$31.2K	0.29%	53
2024 Q2	$382K	Hold	5,400	–	–	0.25%	62
2024 Q1	$345K	Hold	5,400	–	–	0.23%	63
2023 Q4	$328K	Hold	5,400	–	–	0.25%	59
2023 Q3	$309K	Sell	5,400 -45	-0.8%	-$3.12K	0.27%	58
2023 Q2	$404K	Buy	5,445 +245	+5%	+$18.5K	0.34%	50
2023 Q1	$401K	Hold	5,200	–	–	0.37%	45
2022 Q4	$435K	Hold	5,200	–	–	0.44%	40
2022 Q3	$408K	Hold	5,200	–	–	0.41%	42
2022 Q2	$403K	Hold	5,200	–	–	0.38%	40
2022 Q1	$440K	Hold	5,200	–	–	0.31%	49
2021 Q4	$485K	Sell	5,200 -920	-15%	-$79.5K	0.31%	51
2021 Q3	$481K	Hold	6,120	–	–	0.29%	56
2021 Q2	$448K	Sell	6,120 -48	-0.8%	-$3.6K	0.25%	61
2021 Q1	$466K	Buy	6,168 +48	+0.8%	+$3.75K	0.29%	49
2020 Q4	$472K	Hold	6,120	–	–	0.31%	41
2020 Q3	$425K	Hold	6,120	–	–	0.47%	37
2020 Q2	$367K	Hold	6,120	–	–	0.31%	41
2020 Q1	$368K	Hold	6,120	–	–	0.45%	37
2019 Q4	$371K	Buy	+6,120	New	+$357K	0.34%	41

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

Plotkin Financial Advisors's NEE Position: Q2 2026 in Review

Plotkin Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 5,425 shares worth $476K. The position accounts for 0.2% of the portfolio, ranked #67.

Plotkin Financial Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $504K in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Plotkin Financial Advisors held 5,425 shares of NextEra Energy worth $476K as of Q2 2026.
Plotkin Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.2% of Plotkin Financial Advisors's portfolio in Q2 2026, its #67 holding.
Plotkin Financial Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Plotkin Financial Advisors's NextEra Energy position peaked at $504K in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.