Spectrum Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Spectrum Wealth Advisory 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	$456K	Sell	5,200 -35	-0.7%	-$3.17K	0.13%	55
2026 Q1	$486K	Buy	5,235 +35	+0.7%	+$3.11K	0.18%	43
2025 Q4	$417K	Hold	5,200	–	–	0.15%	45
2025 Q3	$393K	Sell	5,200 -1	-0%	-$73	0.16%	47
2025 Q2	$361K	Buy	5,201 +1	+0%	+$69	0.17%	47
2025 Q1	$369K	Hold	5,200	–	–	0.18%	40
2024 Q4	$373K	Buy	+5,200	New	+$404K	0.18%	40

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

Spectrum Wealth Advisory Group's NEE Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its NextEra Energy (NEE) stake by 0.67% in Q2 2026, selling an estimated $3.17K and leaving 5,200 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #55.

Spectrum Wealth Advisory Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $486K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Spectrum Wealth Advisory Group held 5,200 shares of NextEra Energy worth $456K as of Q2 2026.
Spectrum Wealth Advisory Group sold 35 NextEra Energy shares in Q2 2026, an estimated $3.17K.
NextEra Energy made up 0.13% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #55 holding.
Spectrum Wealth Advisory Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's NextEra Energy position peaked at $486K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.