Skyline Advisors’s NextEra Energy NEE Stock Holding History

Skyline Advisors’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	$375K	Hold	4,270	–	–	0.12%	89
2026 Q1	$397K	Sell	4,270 -10	-0.2%	-$889	0.14%	83
2025 Q4	$344K	Buy	4,280 +11	+0.3%	+$911	0.11%	74
2025 Q3	$322K	Sell	4,269 -222	-5%	-$16.2K	0.11%	74
2025 Q2	$312K	Buy	4,491 +183	+4%	+$12.7K	0.12%	75
2025 Q1	$305K	Buy	4,308 +15	+0.3%	+$1.06K	0.12%	68
2024 Q4	$308K	Sell	4,293 -125	-3%	-$9.71K	0.12%	69
2024 Q3	$373K	Sell	4,418 -53	-1%	-$4.14K	0.15%	61
2024 Q2	$317K	Sell	4,471 -1	-0%	-$71	0.14%	64
2024 Q1	$286K	Hold	4,472	–	–	0.13%	67
2023 Q4	$272K	Buy	+4,472	New	+$255K	0.13%	65

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

Skyline Advisors's NEE Position: Q2 2026 in Review

Skyline Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 4,270 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #89.

Skyline Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Skyline Advisors held 4,270 shares of NextEra Energy worth $375K as of Q2 2026.
Skyline Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.12% of Skyline Advisors's portfolio in Q2 2026, its #89 holding.
Skyline Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's NextEra Energy position peaked at $397K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.