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Sax Wealth Advisors’s NextEra Energy NEE Stock Holding History

Sax 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 		$2.45M Buy
26,397
+5,270
+25% +$477K 0.1% 133
2026
Q1 		$1.7M Sell
21,127
-473
-2% -$42.1K 0.08% 134
2025
Q4 		$1.73M Buy
21,600
+2,220
+11% +$184K 0.08% 136
2025
Q3 		$1.46M Buy
19,380
+118
+0.6% +$8.62K 0.08% 136
2025
Q2 		$1.34M Buy
19,262
+2,480
+15% +$172K 0.08% 139
2025
Q1 		$1.19M Buy
16,782
+12,054
+255% +$851K 0.09% 124
2024
Q4 		$339K Buy
4,728
+1,760
+59% +$137K 0.03% 248
2024
Q3 		$251K Buy
+2,968
New +$232K 0.02% 248
2022
Q3 		– Sell
-2,596
Closed -$201K – 165
2022
Q2 		$201K Sell
2,596
-2,000
-44% -$152K 0.05% 159
2022
Q1 		$389K Hold
4,596
– – 0.09% 122
2021
Q4 		$429K Buy
4,596
+149
+3% +$12.9K 0.09% 121
2021
Q3 		$349K Sell
4,447
-4,292
-49% -$346K 0.08% 124
2021
Q2 		$640K Sell
8,739
-1,267
-13% -$95.1K 0.22% 84
2021
Q1 		$757K Buy
10,006
+2,262
+29% +$177K 0.28% 65
2020
Q4 		$597K Buy
+7,744
New +$579K 0.27% 69

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors's NEE Position: Q2 2026 in Review

Sax Wealth Advisors increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $477K and bringing the position to 26,397 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #133.

Sax Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sax Wealth Advisors held 26,397 shares of NextEra Energy worth $2.45M as of Q2 2026.
  • Sax Wealth Advisors bought 5,270 NextEra Energy shares in Q2 2026, an estimated $477K.
  • NextEra Energy made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Sax Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
  • 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.