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Spartan Wealth Advisory Services LLC’s NextEra Energy NEE Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$718K Buy
8,176
+693
+9% +$62.7K 0.06% 187
2026
Q1 		$695K Buy
+7,483
New +$665K 0.06% 185

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 $1.37T AUM 24.88% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's NEE Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its NextEra Energy (NEE) stake by 9.3% in Q2 2026, buying an estimated $62.7K and bringing the position to 8,176 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #187.

Spartan Wealth Advisory Services LLC first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 8,176 shares of NextEra Energy worth $718K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 693 NextEra Energy shares in Q2 2026, an estimated $62.7K.
  • NextEra Energy made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #187 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.