Seven Mile Advisory’s NextEra Energy NEE Stock Holding History

Seven Mile Advisory’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	$328K	Sell	3,741 -711	-16%	-$64.3K	0.22%	103
2026 Q1	$414K	Sell	4,452 -671	-13%	-$59.7K	0.3%	71
2025 Q4	$411K	Sell	5,123 -2,171	-30%	-$180K	0.07%	133
2025 Q3	$551K	Buy	7,294 +944	+15%	+$69K	0.09%	124
2025 Q2	$441K	Buy	6,350 +23	+0.4%	+$1.6K	0.27%	72
2025 Q1	$449K	Sell	6,327 -66	-1%	-$4.66K	0.3%	64
2024 Q4	$458K	Buy	6,393 +250	+4%	+$19.4K	0.29%	64
2024 Q3	$519K	Buy	6,143 +647	+12%	+$50.5K	0.34%	57
2024 Q2	$389K	Buy	5,496 +447	+9%	+$31.7K	0.29%	70
2024 Q1	$323K	Buy	5,049 +511	+11%	+$29.9K	0.24%	90
2023 Q4	$276K	Buy	+4,538	New	+$259K	0.24%	98

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Seven Mile Advisory's NEE Position: Q2 2026 in Review

Seven Mile Advisory reduced its NextEra Energy (NEE) stake by 16% in Q2 2026, selling an estimated $64.3K and leaving 3,741 shares worth $328K. The position accounts for 0.22% of the portfolio, ranked #103.

Seven Mile Advisory first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q3 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Seven Mile Advisory held 3,741 shares of NextEra Energy worth $328K as of Q2 2026.
Seven Mile Advisory sold 711 NextEra Energy shares in Q2 2026, an estimated $64.3K.
NextEra Energy made up 0.22% of Seven Mile Advisory's portfolio in Q2 2026, its #103 holding.
Seven Mile Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Seven Mile Advisory's NextEra Energy position peaked at $551K in Q3 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.