Robinson Smith Wealth Advisors’s NextEra Energy NEE Stock Holding History

Robinson Smith 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	$482K	Sell	5,488 -400	-7%	-$36.2K	0.29%	55
2026 Q1	$547K	Hold	5,888	–	–	0.37%	47
2025 Q4	$473K	Hold	5,888	–	–	0.32%	48
2025 Q3	$444K	Hold	5,888	–	–	0.32%	51
2025 Q2	$409K	Sell	5,888 -34	-0.6%	-$2.36K	0.33%	52
2025 Q1	$420K	Buy	5,922 +34	+0.6%	+$2.4K	0.35%	53
2024 Q4	$422K	Hold	5,888	–	–	0.36%	50
2024 Q3	$498K	Sell	5,888 -47	-0.8%	-$3.67K	0.42%	50
2024 Q2	$420K	Buy	5,935 +16	+0.3%	+$1.14K	0.37%	52
2024 Q1	$378K	Sell	5,919 -172	-3%	-$10.1K	0.36%	55
2023 Q4	$370K	Buy	+6,091	New	+$347K	0.36%	57

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

Robinson Smith Wealth Advisors's NEE Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its NextEra Energy (NEE) stake by 6.8% in Q2 2026, selling an estimated $36.2K and leaving 5,488 shares worth $482K. The position accounts for 0.29% of the portfolio, ranked #55.

Robinson Smith Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $547K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Robinson Smith Wealth Advisors held 5,488 shares of NextEra Energy worth $482K as of Q2 2026.
Robinson Smith Wealth Advisors sold 400 NextEra Energy shares in Q2 2026, an estimated $36.2K.
NextEra Energy made up 0.29% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Robinson Smith Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's NextEra Energy position peaked at $547K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.