Simplicity Wealth’s NextEra Energy NEE Stock Holding History

Simplicity 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	$2.45M	Buy	27,863 +15,573	+127%	+$1.41M	0.08%	232
2026 Q1	$1.14M	Buy	12,290 +1,916	+18%	+$170K	0.06%	272
2025 Q4	$833K	Buy	10,374 +987	+11%	+$81.8K	0.05%	322
2025 Q3	$709K	Sell	9,387 -6,921	-42%	-$506K	0.04%	370
2025 Q2	$1.13M	Buy	16,308 +11,302	+226%	+$785K	0.05%	307
2025 Q1	$355K	Buy	+5,006	New	+$353K	0.03%	397
2024 Q3	–	Sell	-43,670	Closed	-$3.09M	–	956
2024 Q2	$3.09M	Buy	43,670 +522	+1%	+$37K	0.07%	266
2024 Q1	$2.76M	Buy	+43,148	New	+$2.53M	0.07%	286

Other funds holding NEE

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Simplicity Wealth's NEE Position: Q2 2026 in Review

Simplicity Wealth increased its NextEra Energy (NEE) stake by 127% in Q2 2026, buying an estimated $1.41M and bringing the position to 27,863 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #232.

Simplicity Wealth first reported a position in NEE in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q2 2024. 2,100 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Simplicity Wealth held 27,863 shares of NextEra Energy worth $2.45M as of Q2 2026.
Simplicity Wealth bought 15,573 NextEra Energy shares in Q2 2026, an estimated $1.41M.
NextEra Energy made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #232 holding.
Simplicity Wealth first reported a position in NextEra Energy in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's NextEra Energy position peaked at $3.09M in Q2 2024.
2,100 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.