Root Financial Partners’s NextEra Energy NEE Stock Holding History

Root Financial Partners’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	$253K	Buy	2,879 +870	+43%	+$78.7K	0.01%	326
2026 Q1	$187K	Buy	2,009 +307	+18%	+$27.3K	0.01%	347
2025 Q4	$137K	Sell	1,702 -810	-32%	-$67.1K	0.01%	368
2025 Q3	$190K	Buy	+2,512	New	+$184K	0.01%	289

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

Root Financial Partners's NEE Position: Q2 2026 in Review

Root Financial Partners increased its NextEra Energy (NEE) stake by 43% in Q2 2026, buying an estimated $78.7K and bringing the position to 2,879 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #326.

Root Financial Partners first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Root Financial Partners held 2,879 shares of NextEra Energy worth $253K as of Q2 2026.
Root Financial Partners bought 870 NextEra Energy shares in Q2 2026, an estimated $78.7K.
NextEra Energy made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #326 holding.
Root Financial Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.