Smallwood Wealth Investment Management’s NextEra Energy NEE Stock Holding History

Smallwood Wealth Investment 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	$27.7K	Buy	316 +25	+9%	+$2.26K	0.01%	246
2026 Q1	$27K	Hold	291	–	–	0.01%	235
2025 Q4	$23.4K	Hold	291	–	–	0.01%	242
2025 Q3	$22K	Sell	291 -23	-7%	-$1.68K	0.01%	254
2025 Q2	$21.8K	Buy	314 +23	+8%	+$1.6K	0.01%	251
2025 Q1	$20.6K	Buy	+291	New	+$20.5K	0.01%	257

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Smallwood Wealth Investment Management's NEE Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its NextEra Energy (NEE) stake by 8.6% in Q2 2026, buying an estimated $2.26K and bringing the position to 316 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #246.

Smallwood Wealth Investment Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 1,308 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Smallwood Wealth Investment Management held 316 shares of NextEra Energy worth $27.7K as of Q2 2026.
Smallwood Wealth Investment Management bought 25 NextEra Energy shares in Q2 2026, an estimated $2.26K.
NextEra Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #246 holding.
Smallwood Wealth Investment Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
1,308 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.