Snider Financial Group’s NextEra Energy NEE Stock Holding History

Snider Financial Group’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	$307K	Hold	3,500	–	–	0.08%	89
2026 Q1	$325K	Hold	3,500	–	–	0.1%	79
2025 Q4	$281K	Hold	3,500	–	–	0.07%	95
2025 Q3	$264K	Hold	3,500	–	–	0.07%	100
2025 Q2	$243K	Sell	3,500 -503	-13%	-$34.9K	0.07%	103
2025 Q1	$284K	Buy	4,003 +4	+0.1%	+$282	0.09%	97
2024 Q4	$287K	Buy	+3,999	New	+$311K	0.09%	96

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Snider Financial Group's NEE Position: Q2 2026 in Review

Snider Financial Group held its NextEra Energy (NEE) position steady in Q2 2026 at 3,500 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #89.

Snider Financial Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Snider Financial Group held 3,500 shares of NextEra Energy worth $307K as of Q2 2026.
Snider Financial Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.08% of Snider Financial Group's portfolio in Q2 2026, its #89 holding.
Snider Financial Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Snider Financial Group's NextEra Energy position peaked at $325K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.