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Retirement Wealth Solutions’s NextEra Energy NEE Stock Holding History

Retirement Wealth 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 		$9.83K Buy
112
+1
+0.9% +$90 0.01% 231
2026
Q1 		$10.3K Buy
111
+41
+59% +$3.65K 0.01% 208
2025
Q4 		$5.62K Buy
70
+3
+4% +$248 ﹤0.01% 294
2025
Q3 		$5.06K Buy
+67
New +$4.89K ﹤0.01% 305

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Retirement Wealth Solutions increased its NextEra Energy (NEE) stake by 0.9% in Q2 2026, buying an estimated $90 and bringing the position to 112 shares worth $9.83K. The position accounts for 0.01% of the portfolio, ranked #231.

Retirement Wealth Solutions first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Retirement Wealth Solutions held 112 shares of NextEra Energy worth $9.83K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 NextEra Energy share in Q2 2026, an estimated $90.
  • NextEra Energy made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #231 holding.
  • Retirement Wealth Solutions first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's NextEra Energy position peaked at $10.3K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.