Smith Thornton Advisors’s NextEra Energy NEE Stock Holding History

Smith Thornton 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	$695K	Buy	7,861 +443	+6%	+$40.1K	0.31%	69
2026 Q1	$689K	Buy	7,418 +30	+0.4%	+$2.67K	0.35%	68
2025 Q4	$593K	Buy	7,388 +28	+0.4%	+$2.32K	0.3%	73
2025 Q3	$556K	Buy	7,360 +1,744	+31%	+$127K	0.29%	76
2025 Q2	$390K	Buy	5,616 +109	+2%	+$7.57K	0.22%	94
2025 Q1	$390K	Buy	5,507 +150	+3%	+$10.6K	0.24%	88
2024 Q4	$384K	Buy	5,357 +100	+2%	+$7.77K	0.24%	94
2024 Q3	$444K	Buy	+5,257	New	+$410K	0.29%	87

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

Smith Thornton Advisors's NEE Position: Q2 2026 in Review

Smith Thornton Advisors increased its NextEra Energy (NEE) stake by 6% in Q2 2026, buying an estimated $40.1K and bringing the position to 7,861 shares worth $695K. The position accounts for 0.31% of the portfolio, ranked #69.

Smith Thornton Advisors first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Smith Thornton Advisors held 7,861 shares of NextEra Energy worth $695K as of Q2 2026.
Smith Thornton Advisors bought 443 NextEra Energy shares in Q2 2026, an estimated $40.1K.
NextEra Energy made up 0.31% of Smith Thornton Advisors's portfolio in Q2 2026, its #69 holding.
Smith Thornton Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.