San Luis Wealth Advisors’s NextEra Energy NEE Stock Holding History

San Luis 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	$270K	Buy	3,074 +36	+1%	+$3.26K	0.04%	159
2026 Q1	$282K	Buy	3,038 +35	+1%	+$3.11K	0.05%	146
2025 Q4	$241K	Sell	3,003 -351	-10%	-$29.1K	0.04%	164
2025 Q3	$253K	Buy	+3,354	New	+$245K	0.05%	160
2023 Q3	–	Sell	-3,953	Closed	-$293K	–	124
2023 Q2	$293K	Sell	3,953 -856	-18%	-$64.8K	0.1%	143
2023 Q1	$371K	Sell	4,809 -888	-16%	-$68.3K	0.14%	121
2022 Q4	$476K	Sell	5,697 -3,009	-35%	-$243K	0.44%	51
2022 Q3	$683K	Buy	8,706 +3,151	+57%	+$267K	0.72%	41
2022 Q2	$430K	Sell	5,555 -2,124	-28%	-$162K	0.49%	41
2022 Q1	$717K	Hold	7,679	–	–	0.35%	65
2021 Q4	$717K	Sell	7,679 -2,989	-28%	-$258K	0.73%	36
2021 Q3	$838K	Buy	+10,668	New	+$860K	0.47%	64
2020 Q4	$896K	Buy	+11,612	New	+$869K	0.58%	42

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

San Luis Wealth Advisors's NEE Position: Q2 2026 in Review

San Luis Wealth Advisors increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $3.26K and bringing the position to 3,074 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #159.

San Luis Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $896K in Q4 2020. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

San Luis Wealth Advisors held 3,074 shares of NextEra Energy worth $270K as of Q2 2026.
San Luis Wealth Advisors bought 36 NextEra Energy shares in Q2 2026, an estimated $3.26K.
NextEra Energy made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #159 holding.
San Luis Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
San Luis Wealth Advisors's NextEra Energy position peaked at $896K in Q4 2020.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.