Rooted Wealth Advisors’s NextEra Energy NEE Stock Holding History

Rooted 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	$354K	Buy	4,030 +475	+13%	+$43K	0.09%	107
2026 Q1	$327K	Sell	3,555 -98	-3%	-$8.71K	0.09%	108
2025 Q4	$329K	Sell	3,653 -18	-0.5%	-$1.49K	0.09%	106
2025 Q3	$294K	Buy	3,671 +921	+33%	+$67.3K	0.09%	99
2025 Q2	$205K	Buy	+2,750	New	+$191K	0.07%	106

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

Rooted Wealth Advisors's NEE Position: Q2 2026 in Review

Rooted Wealth Advisors increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $43K and bringing the position to 4,030 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #107.

Rooted Wealth Advisors first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rooted Wealth Advisors held 4,030 shares of NextEra Energy worth $354K as of Q2 2026.
Rooted Wealth Advisors bought 475 NextEra Energy shares in Q2 2026, an estimated $43K.
NextEra Energy made up 0.09% of Rooted Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Rooted Wealth Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.