Resurgent Financial Advisors’s NextEra Energy NEE Stock Holding History

Resurgent Financial 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	$1.76M	Buy	20,048 +3,404	+20%	+$308K	0.49%	43
2026 Q1	$1.55M	Buy	16,644 +1,065	+7%	+$94.7K	0.56%	40
2025 Q4	$1.25M	Sell	15,579 -602	-4%	-$49.9K	0.63%	37
2025 Q3	$1.22M	Sell	16,181 -1,510	-9%	-$110K	0.6%	40
2025 Q2	$1.23M	Buy	17,691 +812	+5%	+$56.4K	0.67%	38
2025 Q1	$1.2M	Buy	16,879 +1,202	+8%	+$84.8K	0.72%	34
2024 Q4	$1.12M	Sell	15,677 -82	-0.5%	-$6.37K	0.66%	36
2024 Q3	$1.33M	Buy	15,759 +200	+1%	+$15.6K	0.78%	32
2024 Q2	$1.1M	Buy	15,559 +1,073	+7%	+$76.1K	0.68%	39
2024 Q1	$926K	Sell	14,486 -142	-1%	-$8.32K	0.49%	58
2023 Q4	$889K	Sell	14,628 -3,052	-17%	-$174K	0.55%	42
2023 Q3	$1.01M	Buy	17,680 +51	+0.3%	+$3.53K	0.69%	34
2023 Q2	$1.31M	Sell	17,629 -1,138	-6%	-$86.2K	0.86%	23
2023 Q1	$1.45M	Buy	18,767 +120	+0.6%	+$9.23K	0.96%	24
2022 Q4	$1.56M	Buy	18,647 +489	+3%	+$39.5K	0.82%	27
2022 Q3	$1.42M	Buy	18,158 +3,737	+26%	+$317K	0.95%	23
2022 Q2	$1.12M	Buy	14,421 +2,893	+25%	+$220K	0.72%	37
2022 Q1	$977K	Buy	11,528 +1,137	+11%	+$91.1K	0.61%	42
2021 Q4	$970K	Buy	+10,391	New	+$898K	0.77%	37

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

Resurgent Financial Advisors's NEE Position: Q2 2026 in Review

Resurgent Financial Advisors increased its NextEra Energy (NEE) stake by 20% in Q2 2026, buying an estimated $308K and bringing the position to 20,048 shares worth $1.76M. The position accounts for 0.49% of the portfolio, ranked #43.

Resurgent Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Resurgent Financial Advisors held 20,048 shares of NextEra Energy worth $1.76M as of Q2 2026.
Resurgent Financial Advisors bought 3,404 NextEra Energy shares in Q2 2026, an estimated $308K.
NextEra Energy made up 0.49% of Resurgent Financial Advisors's portfolio in Q2 2026, its #43 holding.
Resurgent Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.