Red Door Wealth Management’s NextEra Energy NEE Stock Holding History

Red Door 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	$644K	Buy	7,343 +2,151	+41%	+$195K	0.06%	159
2026 Q1	$482K	Sell	5,192 -107	-2%	-$9.51K	0.05%	171
2025 Q4	$425K	Buy	5,299 +335	+7%	+$27.7K	0.04%	180
2025 Q3	$375K	Sell	4,964 -170	-3%	-$12.4K	0.04%	199
2025 Q2	$356K	Buy	+5,134	New	+$357K	0.04%	190
2021 Q3	–	Sell	-341	Closed	-$24K	–	444
2021 Q2	$24K	Buy	+341	New	+$25.6K	0.01%	336
2020 Q3	–	Sell	-264	Closed	-$15K	–	295
2020 Q2	$15K	Hold	264	–	–	0.01%	283
2020 Q1	$15K	Buy	+264	New	+$16.6K	0.01%	254

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Red Door Wealth Management's NEE Position: Q2 2026 in Review

Red Door Wealth Management increased its NextEra Energy (NEE) stake by 41% in Q2 2026, buying an estimated $195K and bringing the position to 7,343 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #159.

Red Door Wealth Management first reported a position in NEE in Q1 2020 and has held it in 8 quarters since. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Red Door Wealth Management held 7,343 shares of NextEra Energy worth $644K as of Q2 2026.
Red Door Wealth Management bought 2,151 NextEra Energy shares in Q2 2026, an estimated $195K.
NextEra Energy made up 0.06% of Red Door Wealth Management's portfolio in Q2 2026, its #159 holding.
Red Door Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 8 quarters since.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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