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Regent Peak Wealth Advisors’s NextEra Energy NEE Stock Holding History

Regent Peak Wealth Advisors’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 		$645K Buy
7,351
+82
+1% +$7.42K 0.12% 78
2026
Q1 		$675K Buy
7,269
+140
+2% +$12.4K 0.14% 68
2025
Q4 		$572K Sell
7,129
-235
-3% -$19.5K 0.11% 80
2025
Q3 		$556K Buy
+7,364
New +$538K 0.11% 82
2025
Q1 		$499K Sell
7,041
-29
-0.4% -$2.05K 0.12% 83
2024
Q4 		$507K Sell
7,070
-55
-0.8% -$4.27K 0.11% 85
2024
Q3 		$602K Sell
7,125
-18
-0.3% -$1.41K 0.14% 79
2024
Q2 		$506K Buy
7,143
+99
+1% +$7.02K 0.12% 88
2024
Q1 		$450K Buy
7,044
+325
+5% +$19K 0.11% 91
2023
Q4 		$408K Buy
6,719
+105
+2% +$5.98K 0.11% 92
2023
Q3 		$379K Sell
6,614
-563
-8% -$39K 0.12% 94
2023
Q2 		$533K Sell
7,177
-35
-0.5% -$2.65K 0.16% 76
2023
Q1 		$556K Sell
7,212
-363
-5% -$27.9K 0.17% 73
2022
Q4 		$633K Buy
7,575
+471
+7% +$38K 0.21% 72
2022
Q3 		$557K Buy
7,104
+164
+2% +$13.9K 0.2% 75
2022
Q2 		$537K Buy
6,940
+287
+4% +$21.9K 0.18% 76
2022
Q1 		$564K Sell
6,653
-49
-0.7% -$3.93K 0.16% 80
2021
Q4 		$626K Buy
6,702
+251
+4% +$21.7K 0.17% 80
2021
Q3 		$507K Buy
6,451
+33
+0.5% +$2.66K 0.15% 89
2021
Q2 		$500K Buy
6,418
+250
+4% +$18.8K 0.14% 89
2021
Q1 		$466K Sell
6,168
-151
-2% -$11.8K 0.15% 88
2020
Q4 		$488K Buy
6,319
+399
+7% +$29.8K 0.16% 84
2020
Q3 		$411K Buy
5,920
+132
+2% +$9.11K 0.17% 83
2020
Q2 		$348K Buy
5,788
+236
+4% +$14.1K 0.16% 82
2020
Q1 		$334K Sell
5,552
-1,820
-25% -$114K 0.19% 77
2019
Q4 		$446K Buy
+7,372
New +$430K 0.2% 79

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

Regent Peak Wealth Advisors's NEE Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $7.42K and bringing the position to 7,351 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #78.

Regent Peak Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $675K in Q1 2026. 626 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,351 shares of NextEra Energy worth $645K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 82 NextEra Energy shares in Q2 2026, an estimated $7.42K.
  • NextEra Energy made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Regent Peak Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's NextEra Energy position peaked at $675K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.