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Prospera Financial Services’s NextEra Energy NEE Stock Holding History

Prospera Financial Services’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 		$9.66M Sell
110,062
-933
-0.8% -$84.4K 0.14% 161
2026
Q1 		$10.3M Buy
110,995
+1,146
+1% +$102K 0.17% 136
2025
Q4 		$8.82M Sell
109,849
-4,925
-4% -$408K 0.14% 155
2025
Q3 		$8.67M Buy
114,774
+2,375
+2% +$174K 0.15% 150
2025
Q2 		$7.8M Buy
112,399
+21,855
+24% +$1.52M 0.15% 152
2025
Q1 		$6.42M Sell
90,544
-2,934
-3% -$207K 0.15% 158
2024
Q4 		$6.7M Buy
93,478
+8,163
+10% +$634K 0.16% 146
2024
Q3 		$7.21M Sell
85,315
-522
-0.6% -$40.7K 0.18% 118
2024
Q2 		$6.08M Sell
85,837
-74
-0.1% -$5.25K 0.17% 127
2024
Q1 		$5.49M Sell
85,911
-9,791
-10% -$574K 0.16% 136
2023
Q4 		$5.81M Sell
95,702
-4,828
-5% -$275K 0.19% 122
2023
Q3 		$5.76M Sell
100,530
-1,389
-1% -$96.2K 0.22% 106
2023
Q2 		$7.56M Buy
101,919
+5,956
+6% +$451K 0.29% 77
2023
Q1 		$7.4M Buy
95,963
+39,751
+71% +$3.06M 0.3% 74
2022
Q4 		$4.7M Sell
56,212
-35,834
-39% -$2.89M 0.24% 103
2022
Q3 		$7.22M Buy
92,046
+6,478
+8% +$550K 0.38% 46
2022
Q2 		$6.63M Buy
85,568
+1,788
+2% +$136K 0.34% 56
2022
Q1 		$7.1M Sell
83,780
-5,382
-6% -$431K 0.3% 62
2021
Q4 		$8.33M Buy
89,162
+7,580
+9% +$655K 0.36% 52
2021
Q3 		$6.41M Buy
81,582
+1,421
+2% +$115K 0.32% 62
2021
Q2 		$5.88M Sell
80,161
-9,781
-11% -$734K 0.29% 79
2021
Q1 		$6.8M Buy
89,942
+6,709
+8% +$524K 0.4% 35
2020
Q4 		$6.42M Buy
83,233
+83,093
+59,352% +$6.22M 0.44% 31
2020
Q3 		$10K Sell
140
-65,680
-100% -$4.53M ﹤0.01% 1112
2020
Q2 		$3.95M Buy
65,820
+496
+0.8% +$29.7K 0.35% 61
2020
Q1 		$3.93M Buy
65,324
+6,548
+11% +$412K 0.42% 41
2019
Q4 		$3.56M Buy
58,776
+30,288
+106% +$1.77M 0.27% 77
2019
Q3 		$1.66M Sell
28,488
-184
-0.6% -$9.96K 0.17% 124
2019
Q2 		$1.48M Buy
+28,672
New +$1.41M 0.17% 127
2019
Q1 		– Sell
-16,012
Closed -$693K – 401
2018
Q4 		$693K Sell
16,012
-1,232
-7% -$53.9K 0.14% 153
2018
Q3 		$726K Sell
17,244
-6,860
-28% -$292K 0.14% 161
2018
Q2 		$1.01M Sell
24,104
-3,036
-11% -$123K 0.14% 136
2018
Q1 		$1.1M Buy
27,140
+308
+1% +$11.9K 0.15% 131
2017
Q4 		$1.02M Buy
26,832
+2,132
+9% +$82.3K 0.16% 125
2017
Q3 		$914K Sell
24,700
-916
-4% -$33.6K 0.14% 137
2017
Q2 		$895K Buy
25,616
+10,452
+69% +$357K 0.14% 138
2017
Q1 		$491K Sell
15,164
-220
-1% -$6.92K 0.09% 195
2016
Q4 		$459K Buy
15,384
+16
+0.1% +$478 0.09% 200
2016
Q3 		$470K Buy
15,368
+3,252
+27% +$102K 0.09% 192
2016
Q2 		$395K Buy
12,116
+4
+0% +$120 0.08% 208
2016
Q1 		$358K Buy
12,112
+2,560
+27% +$71.9K 0.08% 185
2015
Q4 		$248K Sell
9,552
-588
-6% -$14.9K 0.05% 228
2015
Q3 		$247K Sell
10,140
-524
-5% -$13.3K 0.06% 217
2015
Q2 		$261K Buy
10,664
+1,864
+21% +$47.4K 0.06% 226
2015
Q1 		$229K Buy
+8,800
New +$232K 0.05% 266

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

Prospera Financial Services's NEE Position: Q2 2026 in Review

Prospera Financial Services reduced its NextEra Energy (NEE) stake by 0.84% in Q2 2026, selling an estimated $84.4K and leaving 110,062 shares worth $9.66M. The position accounts for 0.14% of the portfolio, ranked #161.

Prospera Financial Services first reported a position in NEE in Q1 2015 and has held it in 45 quarters since. The position peaked at $10.3M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Prospera Financial Services held 110,062 shares of NextEra Energy worth $9.66M as of Q2 2026.
  • Prospera Financial Services sold 933 NextEra Energy shares in Q2 2026, an estimated $84.4K.
  • NextEra Energy made up 0.14% of Prospera Financial Services's portfolio in Q2 2026, its #161 holding.
  • Prospera Financial Services first reported a position in NextEra Energy in Q1 2015 and has held it in 45 quarters since.
  • Prospera Financial Services's NextEra Energy position peaked at $10.3M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.