Spartan Planning & Wealth Management’s NextEra Energy NEE Stock Holding History

Spartan Planning & Wealth Management’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	$204K	Sell	2,321 -2,447	-51%	-$221K	0.14%	75
2026 Q1	$443K	Buy	4,768 +525	+12%	+$46.7K	0.33%	44
2025 Q4	$341K	Buy	4,243 +58	+1%	+$4.8K	0.25%	55
2025 Q3	$316K	Buy	+4,185	New	+$306K	0.25%	60
2022 Q4	$86.4K	Buy	1,033 +139	+16%	+$11.2K	0.11%	85
2022 Q3	$70K	Buy	894 +891	+29,700%	+$75.6K	0.09%	43
2022 Q2	$0	Sell	3 -938	-100%	-$71.4K	﹤0.01%	135
2022 Q1	$80K	Buy	+941	New	+$75.4K	0.1%	73

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

Spartan Planning & Wealth Management's NEE Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its NextEra Energy (NEE) stake by 51% in Q2 2026, selling an estimated $221K and leaving 2,321 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #75.

Spartan Planning & Wealth Management first reported a position in NEE in Q1 2022 and has held it in 8 quarters since. The position peaked at $443K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Spartan Planning & Wealth Management held 2,321 shares of NextEra Energy worth $204K as of Q2 2026.
Spartan Planning & Wealth Management sold 2,447 NextEra Energy shares in Q2 2026, an estimated $221K.
NextEra Energy made up 0.14% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #75 holding.
Spartan Planning & Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's NextEra Energy position peaked at $443K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.