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Prentice Wealth Management’s NextEra Energy NEE Stock Holding History

Prentice Wealth Management’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 		$1.05M Buy
11,980
+144
+1% +$13K 0.22% 57
2026
Q1 		$1.1M Sell
11,836
-485
-4% -$43.1K 0.25% 50
2025
Q4 		$989K Sell
12,321
-138
-1% -$11.4K 0.23% 54
2025
Q3 		$941K Sell
12,459
-3,772
-23% -$276K 0.23% 52
2025
Q2 		$1.13M Sell
16,231
-2,283
-12% -$159K 0.3% 43
2025
Q1 		$1.31M Buy
18,514
+275
+2% +$19.4K 0.38% 37
2024
Q4 		$1.31M Buy
18,239
+165
+0.9% +$12.8K 0.38% 35
2024
Q3 		$1.53M Buy
18,074
+263
+1% +$20.5K 0.45% 30
2024
Q2 		$1.26M Sell
17,811
-100
-0.6% -$7.09K 0.41% 33
2024
Q1 		$1.14M Buy
17,911
+840
+5% +$49.2K 0.4% 35
2023
Q4 		$1.04M Buy
17,071
+316
+2% +$18K 0.4% 33
2023
Q3 		$960K Sell
16,755
-227
-1% -$15.7K 0.43% 30
2023
Q2 		$1.26M Sell
16,982
-359
-2% -$27.2K 0.57% 23
2023
Q1 		$1.34M Buy
17,341
+1,922
+12% +$148K 0.64% 18
2022
Q4 		$1.29M Buy
15,419
+244
+2% +$19.7K 0.65% 20
2022
Q3 		$1.19M Sell
15,175
-178
-1% -$15.1K 0.65% 17
2022
Q2 		$1.19M Buy
15,353
+1,638
+12% +$125K 1.21% 11
2022
Q1 		$1.16M Buy
13,715
+725
+6% +$58.1K 0.56% 23
2021
Q4 		$1.21M Sell
12,990
-432
-3% -$37.3K 0.57% 20
2021
Q3 		$1.05M Buy
13,422
+216
+2% +$17.4K 0.51% 22
2021
Q2 		$968K Buy
13,206
+884
+7% +$66.3K 0.5% 19
2021
Q1 		$932K Buy
+12,322
New +$962K 0.52% 19

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Prentice Wealth Management's NEE Position: Q2 2026 in Review

Prentice Wealth Management increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $13K and bringing the position to 11,980 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #57.

Prentice Wealth Management first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q3 2024. 641 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Prentice Wealth Management held 11,980 shares of NextEra Energy worth $1.05M as of Q2 2026.
  • Prentice Wealth Management bought 144 NextEra Energy shares in Q2 2026, an estimated $13K.
  • NextEra Energy made up 0.22% of Prentice Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Prentice Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's NextEra Energy position peaked at $1.53M in Q3 2024.
  • 641 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.