Retirement Guys Formula’s NextEra Energy NEE Stock Holding History

Retirement Guys Formula’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	$1.47M	Buy	16,756 +1,776	+12%	+$161K	0.55%	71
2026 Q1	$1.39M	Sell	14,980 -111	-0.7%	-$9.87K	0.64%	65
2025 Q4	$1.21M	Sell	15,091 -236	-2%	-$19.5K	0.55%	71
2025 Q3	$1.16M	Buy	15,327 +445	+3%	+$32.5K	0.41%	78
2025 Q2	$1.03M	Buy	14,882 +1,815	+14%	+$126K	0.39%	90
2025 Q1	$926K	Buy	+13,067	New	+$922K	0.46%	90

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 $3.38T AUM 44.17% 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

Retirement Guys Formula's NEE Position: Q2 2026 in Review

Retirement Guys Formula increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $161K and bringing the position to 16,756 shares worth $1.47M. The position accounts for 0.55% of the portfolio, ranked #71.

Retirement Guys Formula first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Retirement Guys Formula held 16,756 shares of NextEra Energy worth $1.47M as of Q2 2026.
Retirement Guys Formula bought 1,776 NextEra Energy shares in Q2 2026, an estimated $161K.
NextEra Energy made up 0.55% of Retirement Guys Formula's portfolio in Q2 2026, its #71 holding.
Retirement Guys Formula first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.