Sheets Smith Wealth Management’s NextEra Energy NEE Stock Holding History

Sheets Smith Wealth Management’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	$688K	Buy	7,841 +88	+1%	+$7.96K	0.07%	260
2026 Q1	$720K	Buy	7,753 +86	+1%	+$7.65K	0.08%	233
2025 Q4	$615K	Buy	7,667 +98	+1%	+$8.12K	0.07%	250
2025 Q3	$571K	Buy	7,569 +1	+0%	+$73	0.06%	264
2025 Q2	$525K	Buy	7,568 +221	+3%	+$15.4K	0.06%	277
2025 Q1	$521K	Buy	7,347 +101	+1%	+$7.13K	0.06%	249
2024 Q4	$519K	Buy	7,246 +1	+0%	+$78	0.06%	262
2024 Q3	$612K	Buy	7,245 +650	+10%	+$50.7K	0.07%	221
2024 Q2	$467K	Buy	6,595 +1	+0%	+$71	0.06%	253
2024 Q1	$421K	Buy	+6,594	New	+$386K	0.05%	275
2023 Q4	–	Sell	-4,698	Closed	-$269K	–	443
2023 Q3	$269K	Buy	4,698 +306	+7%	+$21.2K	0.04%	283
2023 Q2	$326K	Buy	4,392 +230	+6%	+$17.4K	0.05%	268
2023 Q1	$321K	Buy	+4,162	New	+$320K	0.05%	259

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sheets Smith Wealth Management's NEE Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $7.96K and bringing the position to 7,841 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #260.

Sheets Smith Wealth Management first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $720K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sheets Smith Wealth Management held 7,841 shares of NextEra Energy worth $688K as of Q2 2026.
Sheets Smith Wealth Management bought 88 NextEra Energy shares in Q2 2026, an estimated $7.96K.
NextEra Energy made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #260 holding.
Sheets Smith Wealth Management first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
Sheets Smith Wealth Management's NextEra Energy position peaked at $720K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.