RFA
NEE icon

RTD Financial Advisors’s NextEra Energy NEE Stock Holding History

RTD Financial 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 		$839K Sell
9,555
-104
-1% -$9.41K 0.09% 76
2026
Q1 		$897K Sell
9,659
-469
-5% -$41.7K 0.11% 72
2025
Q4 		$813K Hold
10,128
– – 0.1% 72
2025
Q3 		$765K Hold
10,128
– – 0.09% 73
2025
Q2 		$703K Sell
10,128
-825
-8% -$57.3K 0.09% 74
2025
Q1 		$776K Sell
10,953
-193
-2% -$13.6K 0.1% 69
2024
Q4 		$799K Hold
11,146
– – 0.1% 68
2024
Q3 		$942K Hold
11,146
– – 0.12% 64
2024
Q2 		$789K Sell
11,146
-245
-2% -$17.4K 0.11% 66
2024
Q1 		$728K Hold
11,391
– – 0.1% 65
2023
Q4 		$692K Hold
11,391
– – 0.1% 66
2023
Q3 		$653K Sell
11,391
-203
-2% -$14.1K 0.1% 66
2023
Q2 		$860K Sell
11,594
-207
-2% -$15.7K 0.13% 62
2023
Q1 		$910K Buy
+11,801
New +$908K 0.14% 62
2022
Q3 		– Sell
-2,740
Closed -$212K – 102
2022
Q2 		$212K Sell
2,740
-31
-1% -$2.36K 0.03% 103
2022
Q1 		$235K Buy
2,771
+31
+1% +$2.48K 0.03% 105
2021
Q4 		$256K Buy
+2,740
New +$237K 0.03% 107

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

RTD Financial Advisors's NEE Position: Q2 2026 in Review

RTD Financial Advisors reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $9.41K and leaving 9,555 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #76.

RTD Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $942K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • RTD Financial Advisors held 9,555 shares of NextEra Energy worth $839K as of Q2 2026.
  • RTD Financial Advisors sold 104 NextEra Energy shares in Q2 2026, an estimated $9.41K.
  • NextEra Energy made up 0.09% of RTD Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • RTD Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
  • RTD Financial Advisors's NextEra Energy position peaked at $942K in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.