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Resonant Capital Advisors’s NextEra Energy NEE Stock Holding History

Resonant Capital 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 		$927K Sell
10,566
-702
-6% -$63.5K 0.04% 195
2026
Q1 		$1.05M Buy
11,268
+1,903
+20% +$169K 0.06% 172
2025
Q4 		$752K Buy
9,365
+265
+3% +$21.9K 0.04% 194
2025
Q3 		$687K Sell
9,100
-319
-3% -$23.3K 0.04% 203
2025
Q2 		$654K Buy
9,419
+2,468
+36% +$171K 0.04% 208
2025
Q1 		$493K Buy
6,951
+1,110
+19% +$78.3K 0.03% 213
2024
Q4 		$419K Sell
5,841
-42
-0.7% -$3.26K 0.03% 225
2024
Q3 		$497K Buy
5,883
+368
+7% +$28.7K 0.04% 212
2024
Q2 		$391K Buy
5,515
+325
+6% +$23.1K 0.03% 225
2024
Q1 		$332K Buy
5,190
+1,029
+25% +$60.3K 0.03% 252
2023
Q4 		$253K Buy
+4,161
New +$237K 0.02% 257
2023
Q3 		– Sell
-4,028
Closed -$299K – 277
2023
Q2 		$299K Buy
4,028
+243
+6% +$18.4K 0.03% 212
2023
Q1 		$292K Sell
3,785
-195
-5% -$15K 0.03% 206
2022
Q4 		$333K Sell
3,980
-672
-14% -$54.3K 0.04% 199
2022
Q3 		$365K Buy
4,652
+5
+0.1% +$424 0.06% 174
2022
Q2 		$360K Buy
4,647
+916
+25% +$69.7K 0.06% 175
2022
Q1 		$320K Buy
+3,731
New +$299K 0.05% 178

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Resonant Capital Advisors's NEE Position: Q2 2026 in Review

Resonant Capital Advisors reduced its NextEra Energy (NEE) stake by 6.2% in Q2 2026, selling an estimated $63.5K and leaving 10,566 shares worth $927K. The position accounts for 0.04% of the portfolio, ranked #195.

Resonant Capital Advisors first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Resonant Capital Advisors held 10,566 shares of NextEra Energy worth $927K as of Q2 2026.
  • Resonant Capital Advisors sold 702 NextEra Energy shares in Q2 2026, an estimated $63.5K.
  • NextEra Energy made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #195 holding.
  • Resonant Capital Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • Resonant Capital Advisors's NextEra Energy position peaked at $1.05M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.