Sarver Vrooman Wealth Advisors’s NextEra Energy NEE Stock Holding History

Sarver Vrooman 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	$56.1K	Hold	644	–	–	0.03%	55
2026 Q1	$59.8K	Hold	644	–	–	0.04%	51
2025 Q4	$51.7K	Sell	644 -17	-3%	-$1.41K	0.03%	59
2025 Q3	$49.9K	Hold	661	–	–	0.03%	85
2025 Q2	$45.9K	Hold	661	–	–	0.03%	88
2025 Q1	$46.9K	Buy	+661	New	+$46.7K	0.03%	83

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's NEE Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 644 shares worth $56.1K. The position accounts for 0.03% of the portfolio, ranked #55.

Sarver Vrooman Wealth Advisors first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $59.8K in Q1 2026. 591 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sarver Vrooman Wealth Advisors held 644 shares of NextEra Energy worth $56.1K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Sarver Vrooman Wealth Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's NextEra Energy position peaked at $59.8K in Q1 2026.
591 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.