Retirement Income Solutions’s NextEra Energy NEE Stock Holding History

Retirement Income Solutions’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	$339K	Hold	3,649	–	–	0.06%	119
2026 Q1	$339K	Buy	+3,649	New	+$324K	0.06%	120
2023 Q2	–	Sell	-3,528	Closed	-$272K	–	143
2023 Q1	$272K	Hold	3,528	–	–	0.08%	109
2022 Q4	$295K	Buy	+3,528	New	+$285K	0.09%	96
2018 Q3	–	Sell	-9,888	Closed	-$413K	–	70
2018 Q2	$413K	Sell	9,888 -144	-1%	-$5.82K	0.25%	42
2018 Q1	$410K	Sell	10,032 -84	-0.8%	-$3.24K	0.25%	36
2017 Q4	$395K	Buy	+10,116	New	+$391K	0.23%	48

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

Retirement Income Solutions's NEE Position: Q2 2026 in Review

Retirement Income Solutions held its NextEra Energy (NEE) position steady in Q2 2026 at 3,649 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #119.

Retirement Income Solutions first reported a position in NEE in Q4 2017 and has held it in 7 quarters since. The position peaked at $413K in Q2 2018. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Retirement Income Solutions held 3,649 shares of NextEra Energy worth $339K as of Q2 2026.
Retirement Income Solutions left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #119 holding.
Retirement Income Solutions first reported a position in NextEra Energy in Q4 2017 and has held it in 7 quarters since.
Retirement Income Solutions's NextEra Energy position peaked at $413K in Q2 2018.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.