Proactive Wealth Strategies’s NextEra Energy NEE Stock Holding History

Proactive Wealth Strategies’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	$1.22M	Sell	13,934 -749	-5%	-$67.8K	0.2%	103
2026 Q1	$1.36M	Buy	14,683 +7,390	+101%	+$657K	0.26%	91
2025 Q4	$585K	Sell	7,293 -850	-10%	-$70.4K	0.23%	90
2025 Q3	$615K	Sell	8,143 -36	-0.4%	-$2.63K	0.26%	80
2025 Q2	$568K	Buy	8,179 +61	+0.8%	+$4.24K	0.27%	82
2025 Q1	$575K	Sell	8,118 -349	-4%	-$24.6K	0.31%	76
2024 Q4	$607K	Buy	8,467 +58	+0.7%	+$4.51K	0.32%	76
2024 Q3	$711K	Buy	+8,409	New	+$656K	0.39%	64

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Proactive Wealth Strategies's NEE Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its NextEra Energy (NEE) stake by 5.1% in Q2 2026, selling an estimated $67.8K and leaving 13,934 shares worth $1.22M. The position accounts for 0.2% of the portfolio, ranked #103.

Proactive Wealth Strategies first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Proactive Wealth Strategies held 13,934 shares of NextEra Energy worth $1.22M as of Q2 2026.
Proactive Wealth Strategies sold 749 NextEra Energy shares in Q2 2026, an estimated $67.8K.
NextEra Energy made up 0.2% of Proactive Wealth Strategies's portfolio in Q2 2026, its #103 holding.
Proactive Wealth Strategies first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's NextEra Energy position peaked at $1.36M in Q1 2026.
2,100 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.