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S Harris Financial Group’s NextEra Energy NEE Stock Holding History

S Harris Financial Group’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 		$200K Sell
2,283
-75
-3% -$6.78K 0.16% 121
2026
Q1 		$219K Buy
+2,358
New +$210K 0.2% 95

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S Harris Financial Group's NEE Position: Q2 2026 in Review

S Harris Financial Group reduced its NextEra Energy (NEE) stake by 3.2% in Q2 2026, selling an estimated $6.78K and leaving 2,283 shares worth $200K. The position accounts for 0.16% of the portfolio, ranked #121.

S Harris Financial Group first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • S Harris Financial Group held 2,283 shares of NextEra Energy worth $200K as of Q2 2026.
  • S Harris Financial Group sold 75 NextEra Energy shares in Q2 2026, an estimated $6.78K.
  • NextEra Energy made up 0.16% of S Harris Financial Group's portfolio in Q2 2026, its #121 holding.
  • S Harris Financial Group first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • S Harris Financial Group's NextEra Energy position peaked at $219K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.