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Savvy Advisors Inc’s NextEra Energy NEE Stock Holding History

Savvy Advisors Inc’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 		$4M Sell
45,549
-1,487
-3% -$135K 0.08% 187
2026
Q1 		$4.37M Buy
47,036
+9,674
+26% +$860K 0.12% 146
2025
Q4 		$3M Buy
37,362
+21,600
+137% +$1.79M 0.1% 153
2025
Q3 		$1.19M Buy
15,762
+356
+2% +$26K 0.05% 236
2025
Q2 		$1.07M Buy
15,406
+1,487
+11% +$103K 0.07% 207
2025
Q1 		$987K Buy
13,919
+1,909
+16% +$135K 0.1% 167
2024
Q4 		$861K Buy
12,010
+2,302
+24% +$179K 0.1% 165
2024
Q3 		$821K Sell
9,708
-222
-2% -$17.3K 0.17% 126
2024
Q2 		$703K Buy
9,930
+3,936
+66% +$279K 0.23% 100
2024
Q1 		$383K Buy
+5,994
New +$351K 0.22% 124

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

Savvy Advisors Inc's NEE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its NextEra Energy (NEE) stake by 3.2% in Q2 2026, selling an estimated $135K and leaving 45,549 shares worth $4M. The position accounts for 0.08% of the portfolio, ranked #187.

Savvy Advisors Inc first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.37M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Savvy Advisors Inc held 45,549 shares of NextEra Energy worth $4M as of Q2 2026.
  • Savvy Advisors Inc sold 1,487 NextEra Energy shares in Q2 2026, an estimated $135K.
  • NextEra Energy made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #187 holding.
  • Savvy Advisors Inc first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's NextEra Energy position peaked at $4.37M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.