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Signal Advisors Wealth’s NextEra Energy NEE Stock Holding History

Signal Advisors Wealth’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 		$3.6M Buy
40,999
+5,933
+17% +$537K 0.18% 103
2026
Q1 		$3.26M Buy
35,066
+2,467
+8% +$219K 0.22% 94
2025
Q4 		$2.62M Buy
32,599
+4,306
+15% +$357K 0.21% 98
2025
Q3 		$2.14M Buy
28,293
+10,931
+63% +$799K 0.19% 108
2025
Q2 		$1.21M Buy
17,362
+8,949
+106% +$622K 0.09% 193
2025
Q1 		$596K Buy
8,413
+130
+2% +$9.18K 0.06% 251
2024
Q4 		$594K Buy
8,283
+727
+10% +$56.5K 0.07% 241
2024
Q3 		$639K Buy
+7,556
New +$590K 0.09% 220
2024
Q2 		– Sell
-5,167
Closed -$330K – 218
2024
Q1 		$330K Buy
5,167
+1,270
+33% +$74.4K 0.08% 220
2023
Q4 		$237K Buy
+3,897
New +$222K 0.08% 199

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Signal Advisors Wealth increased its NextEra Energy (NEE) stake by 17% in Q2 2026, buying an estimated $537K and bringing the position to 40,999 shares worth $3.6M. The position accounts for 0.18% of the portfolio, ranked #103.

Signal Advisors Wealth first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Signal Advisors Wealth held 40,999 shares of NextEra Energy worth $3.6M as of Q2 2026.
  • Signal Advisors Wealth bought 5,933 NextEra Energy shares in Q2 2026, an estimated $537K.
  • NextEra Energy made up 0.18% of Signal Advisors Wealth's portfolio in Q2 2026, its #103 holding.
  • Signal Advisors Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.