ShoreHaven Wealth Partners’s NextEra Energy NEE Stock Holding History

ShoreHaven Wealth Partners’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	$204K	Buy	2,326 +16	+0.7%	+$1.45K	0.06%	104
2026 Q1	$215K	Buy	+2,310	New	+$205K	0.08%	100
2023 Q3	–	Sell	-2,719	Closed	-$202K	–	77
2023 Q2	$202K	Buy	2,719 +17	+0.6%	+$1.29K	0.14%	67
2023 Q1	$208K	Buy	2,702 +17	+0.6%	+$1.31K	0.15%	66
2022 Q4	$224K	Buy	2,685 +14	+0.5%	+$1.13K	0.16%	69
2022 Q3	$209K	Buy	2,671 +12	+0.5%	+$1.02K	0.16%	63
2022 Q2	$205K	Buy	2,659 +16	+0.6%	+$1.22K	0.15%	67
2022 Q1	$223K	Buy	2,643 +14	+0.5%	+$1.12K	0.12%	58
2021 Q4	$245K	Buy	2,629 +11	+0.4%	+$951	0.12%	43
2021 Q3	$205K	Buy	+2,618	New	+$211K	0.11%	46
2021 Q2	–	Sell	-2,593	Closed	-$196K	–	187
2021 Q1	$196K	Buy	2,593 +13	+0.5%	+$1.01K	0.11%	54
2020 Q4	$199K	Buy	+2,580	New	+$193K	0.11%	51

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

ShoreHaven Wealth Partners's NEE Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its NextEra Energy (NEE) stake by 0.69% in Q2 2026, buying an estimated $1.45K and bringing the position to 2,326 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #104.

ShoreHaven Wealth Partners first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $245K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

ShoreHaven Wealth Partners held 2,326 shares of NextEra Energy worth $204K as of Q2 2026.
ShoreHaven Wealth Partners bought 16 NextEra Energy shares in Q2 2026, an estimated $1.45K.
NextEra Energy made up 0.06% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #104 holding.
ShoreHaven Wealth Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
ShoreHaven Wealth Partners's NextEra Energy position peaked at $245K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.