SageView Advisory Group’s NextEra Energy NEE Stock Holding History

SageView 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	$1.3M	Sell	14,853 -6,919	-32%	-$626K	0.04%	211
2026 Q1	$2.02M	Sell	21,772 -1,297	-6%	-$115K	0.07%	136
2025 Q4	$1.85M	Sell	23,069 -646	-3%	-$53.5K	0.06%	158
2025 Q3	$1.79M	Sell	23,715 -1,033	-4%	-$75.5K	0.06%	175
2025 Q2	$1.77M	Sell	24,748 -329	-1%	-$22.9K	0.07%	152
2025 Q1	$1.78M	Buy	25,077 +753	+3%	+$53.1K	0.08%	138
2024 Q4	$1.74M	Buy	24,324 +4,188	+21%	+$325K	0.08%	137
2024 Q3	$1.7M	Sell	20,136 -8,177	-29%	-$638K	0.09%	130
2024 Q2	$2M	Buy	+28,313	New	+$2.01M	0.09%	124
2024 Q1	–	Sell	-26,471	Closed	-$1.57M	–	686
2023 Q4	$1.57M	Buy	26,471 +11,385	+75%	+$649K	0.07%	185
2023 Q3	$864K	Buy	15,086 +209	+1%	+$14.5K	0.05%	233
2023 Q2	$1.1M	Buy	14,877 +1,517	+11%	+$115K	0.06%	206
2023 Q1	$1.03M	Buy	13,360 +9,266	+226%	+$713K	0.07%	202
2022 Q4	$342K	Buy	+4,094	New	+$331K	0.03%	303

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

SageView Advisory Group's NEE Position: Q2 2026 in Review

SageView Advisory Group reduced its NextEra Energy (NEE) stake by 32% in Q2 2026, selling an estimated $626K and leaving 14,853 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #211.

SageView Advisory Group first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

SageView Advisory Group held 14,853 shares of NextEra Energy worth $1.3M as of Q2 2026.
SageView Advisory Group sold 6,919 NextEra Energy shares in Q2 2026, an estimated $626K.
NextEra Energy made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #211 holding.
SageView Advisory Group first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's NextEra Energy position peaked at $2.02M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.