Powers Advisory Group’s NextEra Energy NEE Stock Holding History

Powers Advisory Group’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	$349K	Buy	3,980 +23	+0.6%	+$2.08K	0.11%	103
2026 Q1	$368K	Buy	3,957 +171	+5%	+$15.2K	0.13%	91
2025 Q4	$304K	Buy	3,786 +325	+9%	+$26.9K	0.11%	100
2025 Q3	$261K	Buy	3,461 +27	+0.8%	+$1.97K	0.1%	107
2025 Q2	$238K	Buy	3,434 +285	+9%	+$19.8K	0.1%	104
2025 Q1	$223K	Buy	+3,149	New	+$222K	0.11%	105

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

Powers Advisory Group's NEE Position: Q2 2026 in Review

Powers Advisory Group increased its NextEra Energy (NEE) stake by 0.58% in Q2 2026, buying an estimated $2.08K and bringing the position to 3,980 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #103.

Powers Advisory Group first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $368K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Powers Advisory Group held 3,980 shares of NextEra Energy worth $349K as of Q2 2026.
Powers Advisory Group bought 23 NextEra Energy shares in Q2 2026, an estimated $2.08K.
NextEra Energy made up 0.11% of Powers Advisory Group's portfolio in Q2 2026, its #103 holding.
Powers Advisory Group first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Powers Advisory Group's NextEra Energy position peaked at $368K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.