Soltis Investment Advisors’s NextEra Energy NEE Stock Holding History

Soltis Investment 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	$1.08M	Sell	12,312 -421	-3%	-$38.1K	0.06%	231
2026 Q1	$1.18M	Buy	12,733 +739	+6%	+$65.7K	0.07%	196
2025 Q4	$963K	Buy	11,994 +542	+5%	+$44.9K	0.06%	219
2025 Q3	$865K	Sell	11,452 -662	-5%	-$48.4K	0.06%	218
2025 Q2	$841K	Buy	12,114 +7,645	+171%	+$531K	0.07%	193
2025 Q1	$317K	Sell	4,469 -368	-8%	-$26K	0.03%	293
2024 Q4	$347K	Buy	4,837 +288	+6%	+$22.4K	0.03%	271
2024 Q3	$385K	Buy	+4,549	New	+$355K	0.04%	252
2023 Q4	–	Sell	-12,731	Closed	-$729K	–	295
2023 Q3	$729K	Buy	+12,731	New	+$881K	0.09%	146

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's NEE Position: Q2 2026 in Review

Soltis Investment Advisors reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $38.1K and leaving 12,312 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #231.

Soltis Investment Advisors first reported a position in NEE in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Soltis Investment Advisors held 12,312 shares of NextEra Energy worth $1.08M as of Q2 2026.
Soltis Investment Advisors sold 421 NextEra Energy shares in Q2 2026, an estimated $38.1K.
NextEra Energy made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #231 holding.
Soltis Investment Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 9 quarters since.
Soltis Investment Advisors's NextEra Energy position peaked at $1.18M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.