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Scarborough Advisors’s NextEra Energy NEE Stock Holding History

Scarborough 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 		– Sell
-972
Closed -$90.3K – 482
2026
Q1 		$90.3K Buy
972
+305
+46% +$27.1K 0.01% 194
2025
Q4 		$53.5K Buy
667
+596
+839% +$49.4K 0.01% 142
2025
Q3 		$5.36K Hold
71
– – ﹤0.01% 302
2025
Q2 		$4.93K Buy
+71
New +$4.93K ﹤0.01% 299
2024
Q3 		– Sell
-371
Closed -$26.3K – 329
2024
Q2 		$26.3K Buy
371
+8
+2% +$568 0.01% 144
2024
Q1 		$23.2K Hold
363
– – 0.01% 147
2023
Q4 		$22.1K Buy
+363
New +$20.7K ﹤0.01% 271

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Scarborough Advisors's NEE Position: Q2 2026 in Review

Scarborough Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 972 shares — an estimated $90.3K sold.

Scarborough Advisors first reported a position in NEE in Q4 2023 and held it in 7 quarters. The position peaked at $90.3K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Scarborough Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 972 NextEra Energy shares in Q2 2026, an estimated $90.3K.
  • Scarborough Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's NextEra Energy position peaked at $90.3K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.