Sound Stewardship’s NextEra Energy NEE Stock Holding History

Sound Stewardship’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	$487K	Sell	5,546 -72	-1%	-$6.51K	0.2%	46
2026 Q1	$522K	Sell	5,618 -108	-2%	-$9.6K	0.24%	41
2025 Q4	$460K	Sell	5,726 -18	-0.3%	-$1.49K	0.22%	44
2025 Q3	$434K	Sell	5,744 -210	-4%	-$15.3K	0.21%	47
2025 Q2	$413K	Sell	5,954 -18	-0.3%	-$1.25K	0.21%	45
2025 Q1	$423K	Sell	5,972 -359	-6%	-$25.3K	0.24%	41
2024 Q4	$454K	Sell	6,331 -40	-0.6%	-$3.11K	0.27%	40
2024 Q3	$539K	Sell	6,371 -312	-5%	-$24.3K	0.3%	40
2024 Q2	$473K	Hold	6,683	–	–	0.29%	40
2024 Q1	$427K	Sell	6,683 -214	-3%	-$12.5K	0.26%	43
2023 Q4	$419K	Sell	6,897 -484	-7%	-$27.6K	0.28%	48
2023 Q3	$423K	Hold	7,381	–	–	0.28%	47
2023 Q2	$548K	Sell	7,381 -230	-3%	-$17.4K	0.36%	46
2023 Q1	$587K	Hold	7,611	–	–	0.39%	41
2022 Q4	$636K	Buy	+7,611	New	+$615K	0.47%	39

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

Sound Stewardship's NEE Position: Q2 2026 in Review

Sound Stewardship reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $6.51K and leaving 5,546 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #46.

Sound Stewardship first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $636K in Q4 2022. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sound Stewardship held 5,546 shares of NextEra Energy worth $487K as of Q2 2026.
Sound Stewardship sold 72 NextEra Energy shares in Q2 2026, an estimated $6.51K.
NextEra Energy made up 0.2% of Sound Stewardship's portfolio in Q2 2026, its #46 holding.
Sound Stewardship first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's NextEra Energy position peaked at $636K in Q4 2022.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.