SIAG
NEE icon

Safeguard Investment Advisory Group’s NextEra Energy NEE Stock Holding History

Safeguard Investment Advisory 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 		$211K Buy
2,400
+78
+3% +$7.06K 0.05% 166
2026
Q1 		$216K Buy
+2,322
New +$206K 0.06% 130
2021
Q1 		– Sell
-384
Closed -$29K – 479
2020
Q4 		$29K Buy
+384
New +$28.7K 0.03% 261

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

Safeguard Investment Advisory Group's NEE Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $7.06K and bringing the position to 2,400 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #166.

Safeguard Investment Advisory Group first reported a position in NEE in Q4 2020 and has held it in 3 quarters since. The position peaked at $216K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,400 shares of NextEra Energy worth $211K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 78 NextEra Energy shares in Q2 2026, an estimated $7.06K.
  • NextEra Energy made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #166 holding.
  • Safeguard Investment Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 3 quarters since.
  • Safeguard Investment Advisory Group's NextEra Energy position peaked at $216K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.