Provident Wealth Management’s NextEra Energy NEE Stock Holding History

Provident 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	–	Sell	-2,178	Closed	-$202K	–	163
2026 Q1	$202K	Buy	+2,178	New	+$194K	0.06%	78
2022 Q1	–	Sell	-2,415	Closed	-$225K	–	104
2021 Q4	$225K	Buy	+2,415	New	+$209K	0.15%	53
2020 Q4	–	Sell	-2,304	Closed	-$160K	–	194
2020 Q3	$160K	Sell	2,304 -2,000	-46%	-$138K	0.19%	51
2020 Q2	$258K	Sell	4,304 -84	-2%	-$5.03K	0.28%	34
2020 Q1	$264K	Sell	4,388 -248	-5%	-$15.6K	0.32%	37
2019 Q4	$281K	Buy	+4,636	New	+$271K	0.25%	40

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

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

Provident Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,178 shares — an estimated $202K sold.

Provident Wealth Management first reported a position in NEE in Q4 2019 and held it in 6 quarters. The position peaked at $281K in Q4 2019. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Provident Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Provident Wealth Management sold 2,178 NextEra Energy shares in Q2 2026, an estimated $202K.
Provident Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 6 quarters.
Provident Wealth Management's NextEra Energy position peaked at $281K in Q4 2019.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.