Ritter Daniher Financial Advisory’s NextEra Energy NEE Stock Holding History

Ritter Daniher Financial Advisory’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	$1.16M	Buy	13,273 +11	+0.1%	+$995	0.18%	66
2026 Q1	$1.23M	Buy	13,262 +15	+0.1%	+$1.33K	0.21%	62
2025 Q4	$1.06M	Buy	13,247 +652	+5%	+$54K	0.18%	67
2025 Q3	$951K	Sell	12,595 -118	-0.9%	-$8.62K	0.17%	70
2025 Q2	$883K	Hold	12,713	–	–	0.22%	40
2025 Q1	$901K	Hold	12,713	–	–	0.25%	36
2024 Q4	$911K	Buy	12,713 +250	+2%	+$19.4K	0.26%	35
2024 Q3	$1.05M	Hold	12,463	–	–	0.31%	28
2024 Q2	$883K	Hold	12,463	–	–	0.28%	36
2024 Q1	$797K	Hold	12,463	–	–	0.26%	37
2023 Q4	$757K	Sell	12,463 -722	-5%	-$41.1K	0.28%	35
2023 Q3	$755K	Hold	13,185	–	–	0.32%	28
2023 Q2	$978K	Sell	13,185 -15	-0.1%	-$1.14K	0.41%	21
2023 Q1	$1.02M	Hold	13,200	–	–	0.45%	19
2022 Q4	$1.1M	Sell	13,200 -1,143	-8%	-$92.3K	0.53%	19
2022 Q3	$1.13M	Sell	14,343 -86	-0.6%	-$7.3K	0.81%	16
2022 Q2	$1.12M	Hold	14,429	–	–	0.8%	17
2022 Q1	$1.22M	Sell	14,429 -50	-0.3%	-$4.01K	0.84%	15
2021 Q4	$1.35M	Sell	14,479 -1,549	-10%	-$134K	0.9%	15
2021 Q3	$1.26M	Hold	16,028	–	–	0.92%	14
2021 Q2	$1.18M	Hold	16,028	–	–	0.87%	14
2021 Q1	$1.21M	Sell	16,028 -362	-2%	-$28.3K	0.97%	14
2020 Q4	$1.26M	Buy	+16,390	New	+$1.23M	1.1%	14

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

Ritter Daniher Financial Advisory's NEE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its NextEra Energy (NEE) stake by 0.08% in Q2 2026, buying an estimated $995 and bringing the position to 13,273 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #66.

Ritter Daniher Financial Advisory first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ritter Daniher Financial Advisory held 13,273 shares of NextEra Energy worth $1.16M as of Q2 2026.
Ritter Daniher Financial Advisory bought 11 NextEra Energy shares in Q2 2026, an estimated $995.
NextEra Energy made up 0.18% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #66 holding.
Ritter Daniher Financial Advisory first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's NextEra Energy position peaked at $1.35M in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.