Principia Wealth Advisory’s NextEra Energy NEE Stock Holding History

Principia Wealth Advisory’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	$119K	Buy	1,357 +20	+1%	+$1.81K	0.06%	98
2026 Q1	$124K	Buy	1,337 +22	+2%	+$1.96K	0.07%	93
2025 Q4	$106K	Buy	1,315 +17	+1%	+$1.41K	0.07%	97
2025 Q3	$98K	Buy	1,298 +10	+0.8%	+$731	0.07%	96
2025 Q2	$89.4K	Buy	1,288 +30	+2%	+$2.08K	0.08%	92
2025 Q1	$85K	Buy	1,258 +7	+0.6%	+$494	0.08%	74
2024 Q4	$89.7K	Buy	+1,251	New	+$97.2K	0.08%	70

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's NEE Position: Q2 2026 in Review

Principia Wealth Advisory increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $1.81K and bringing the position to 1,357 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #98.

Principia Wealth Advisory first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Principia Wealth Advisory held 1,357 shares of NextEra Energy worth $119K as of Q2 2026.
Principia Wealth Advisory bought 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
NextEra Energy made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #98 holding.
Principia Wealth Advisory first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's NextEra Energy position peaked at $124K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.