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Souders Financial Advisors’s NextEra Energy NEE Stock Holding History

Souders Financial 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 		$2.05M Buy
23,388
+70
+0.3% +$6.33K 0.21% 62
2026
Q1 		$2.17M Buy
23,318
+312
+1% +$27.7K 0.25% 54
2025
Q4 		$1.85M Buy
23,006
+713
+3% +$59.1K 0.21% 60
2025
Q3 		$1.68M Buy
22,293
+577
+3% +$42.2K 0.2% 63
2025
Q2 		$1.51M Sell
21,716
-443
-2% -$30.8K 0.19% 66
2025
Q1 		$1.57M Buy
22,159
+298
+1% +$21K 0.22% 65
2024
Q4 		$1.57M Sell
21,861
-538
-2% -$41.8K 0.22% 79
2024
Q3 		$1.89M Buy
22,399
+30
+0.1% +$2.34K 0.26% 70
2024
Q2 		$1.58M Sell
22,369
-664
-3% -$47.1K 0.24% 75
2024
Q1 		$1.47M Sell
23,033
-35
-0.2% -$2.05K 0.23% 77
2023
Q4 		$1.4M Sell
23,068
-556
-2% -$31.7K 0.24% 78
2023
Q3 		$1.35M Sell
23,624
-9,168
-28% -$635K 0.26% 76
2023
Q2 		$2.43M Sell
32,792
-990
-3% -$75K 0.47% 63
2023
Q1 		$2.6M Buy
33,782
+2,084
+7% +$160K 0.55% 62
2022
Q4 		$2.65M Buy
31,698
+1,492
+5% +$121K 0.61% 59
2022
Q3 		$2.37M Buy
30,206
+4,321
+17% +$367K 0.64% 54
2022
Q2 		$2M Buy
25,885
+1,570
+6% +$120K 0.58% 54
2022
Q1 		$2.06M Buy
+24,315
New +$1.95M 0.6% 52

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Souders Financial Advisors's NEE Position: Q2 2026 in Review

Souders Financial Advisors increased its NextEra Energy (NEE) stake by 0.3% in Q2 2026, buying an estimated $6.33K and bringing the position to 23,388 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #62.

Souders Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.65M in Q4 2022. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Souders Financial Advisors held 23,388 shares of NextEra Energy worth $2.05M as of Q2 2026.
  • Souders Financial Advisors bought 70 NextEra Energy shares in Q2 2026, an estimated $6.33K.
  • NextEra Energy made up 0.21% of Souders Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Souders Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Souders Financial Advisors's NextEra Energy position peaked at $2.65M in Q4 2022.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.