RFG - Bristol Wealth Advisors’s NextEra Energy NEE Stock Holding History

RFG - Bristol Wealth 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	$577K	Buy	6,573 +23	+0.4%	+$2.08K	0.14%	102
2026 Q1	$608K	Sell	6,550 -163	-2%	-$14.5K	0.16%	95
2025 Q4	$539K	Sell	6,713 -365	-5%	-$30.2K	0.15%	105
2025 Q3	$534K	Sell	7,078 -140	-2%	-$10.2K	0.15%	106
2025 Q2	$501K	Sell	7,218 -1,922	-21%	-$134K	0.16%	106
2025 Q1	$648K	Sell	9,140 -2,727	-23%	-$192K	0.22%	86
2024 Q4	$851K	Buy	+11,867	New	+$922K	0.28%	78

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RFG - Bristol Wealth Advisors's NEE Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its NextEra Energy (NEE) stake by 0.35% in Q2 2026, buying an estimated $2.08K and bringing the position to 6,573 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #102.

RFG - Bristol Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $851K in Q4 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

RFG - Bristol Wealth Advisors held 6,573 shares of NextEra Energy worth $577K as of Q2 2026.
RFG - Bristol Wealth Advisors bought 23 NextEra Energy shares in Q2 2026, an estimated $2.08K.
NextEra Energy made up 0.14% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #102 holding.
RFG - Bristol Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's NextEra Energy position peaked at $851K in Q4 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.