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Sound View Wealth Advisors Group’s NextEra Energy NEE Stock Holding History

Sound View Wealth Advisors 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 		$3.12M Sell
35,594
-9,905
-22% -$896K 0.19% 111
2026
Q1 		$4.23M Sell
45,499
-1,021
-2% -$90.8K 0.29% 81
2025
Q4 		$3.73M Sell
46,520
-937
-2% -$77.6K 0.25% 86
2025
Q3 		$3.58M Sell
47,457
-1,909
-4% -$139K 0.25% 92
2025
Q2 		$3.43M Buy
49,366
+760
+2% +$52.8K 0.25% 90
2025
Q1 		$3.45M Buy
48,606
+1,520
+3% +$107K 0.28% 80
2024
Q4 		$3.38M Buy
47,086
+798
+2% +$62K 0.27% 82
2024
Q3 		$3.91M Buy
46,288
+1,830
+4% +$143K 0.32% 71
2024
Q2 		$3.15M Sell
44,458
-1,788
-4% -$127K 0.32% 70
2024
Q1 		$2.96M Sell
46,246
-8,299
-15% -$486K 0.32% 72
2023
Q4 		$3.31M Buy
54,545
+6,355
+13% +$362K 0.37% 65
2023
Q3 		$2.76M Sell
48,190
-184
-0.4% -$12.7K 0.34% 67
2023
Q2 		$3.59M Sell
48,374
-233
-0.5% -$17.6K 0.47% 53
2023
Q1 		$3.75M Sell
48,607
-5,938
-11% -$457K 0.51% 50
2022
Q4 		$3.31M Buy
54,545
+13,626
+33% +$1.1M 0.37% 65
2022
Q3 		$3.21M Sell
40,919
-1,017
-2% -$86.3K 0.72% 40
2022
Q2 		$3.25M Sell
41,936
-12
-0% -$914 0.68% 41
2022
Q1 		$3.55M Buy
41,948
+7,117
+20% +$570K 0.68% 43
2021
Q4 		$3.25M Buy
34,831
+2,476
+8% +$214K 0.61% 48
2021
Q3 		$2.54M Sell
32,355
-469
-1% -$37.8K 0.53% 51
2021
Q2 		$2.4M Buy
32,824
+1,426
+5% +$107K 0.51% 53
2021
Q1 		$2.37M Buy
31,398
+786
+3% +$61.3K 0.55% 50
2020
Q4 		$2.36M Sell
30,612
-1,124
-4% -$84.1K 0.58% 47
2020
Q3 		$2.2M Sell
31,736
-1,236
-4% -$85.3K 0.58% 48
2020
Q2 		$1.98M Buy
32,972
+1,692
+5% +$101K 0.56% 52
2020
Q1 		$1.88M Sell
31,280
-456
-1% -$28.7K 0.65% 50
2019
Q4 		$1.92M Sell
31,736
-332
-1% -$19.4K 0.54% 59
2019
Q3 		$1.87M Sell
32,068
-1,616
-5% -$87.5K 0.56% 60
2019
Q2 		$1.73M Buy
+33,684
New +$1.66M 0.51% 61

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

Sound View Wealth Advisors Group's NEE Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its NextEra Energy (NEE) stake by 22% in Q2 2026, selling an estimated $896K and leaving 35,594 shares worth $3.12M. The position accounts for 0.19% of the portfolio, ranked #111.

Sound View Wealth Advisors Group first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.23M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sound View Wealth Advisors Group held 35,594 shares of NextEra Energy worth $3.12M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 9,905 NextEra Energy shares in Q2 2026, an estimated $896K.
  • NextEra Energy made up 0.19% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #111 holding.
  • Sound View Wealth Advisors Group first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's NextEra Energy position peaked at $4.23M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.