SS&H Financial Advisors’s NextEra Energy NEE Stock Holding History

SS&H Financial Advisors’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	$1.94M	Buy	+22,133	New	+$2M	0.5%	49
2025 Q4	$1.84M	Hold	22,893	–	–	0.54%	48
2025 Q3	$1.73M	Sell	22,893 -1,200	-5%	-$87.7K	0.53%	48
2025 Q2	$1.67M	Sell	24,093 -4,000	-14%	-$278K	0.56%	46
2025 Q1	$1.99M	Hold	28,093	–	–	0.74%	37
2024 Q4	$2.02M	Buy	28,093 +212	+0.8%	+$16.5K	0.73%	35
2024 Q3	$2.36M	Sell	27,881 -270	-1%	-$21.1K	0.86%	33
2024 Q2	$1.99M	Hold	28,151	–	–	0.78%	36
2024 Q1	$1.8M	Hold	28,151	–	–	0.75%	39
2023 Q4	$1.71M	Hold	28,151	–	–	0.73%	41
2023 Q3	$1.61M	Buy	+28,151	New	+$1.95M	0.76%	39
2023 Q1	$2.24M	Sell	29,070 -840	-3%	-$64.6K	1.03%	27
2022 Q4	$2.5M	Hold	29,910	–	–	1.19%	23
2022 Q3	$2.35M	Hold	29,910	–	–	1.21%	25
2022 Q2	$2.32M	Sell	29,910 -400	-1%	-$30.5K	1.07%	25
2022 Q1	$2.57M	Buy	+30,310	New	+$2.43M	1%	29

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

SS&H Financial Advisors's NEE Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 22,133 shares worth $1.94M. The stake represents 0.5% of the portfolio and ranks #49 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in NEE as recently as Q4 2025.

SS&H Financial Advisors first reported a position in NEE in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.57M in Q1 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

SS&H Financial Advisors held 22,133 shares of NextEra Energy worth $1.94M as of Q2 2026.
NextEra Energy was a new SS&H Financial Advisors position in Q2 2026.
NextEra Energy made up 0.5% of SS&H Financial Advisors's portfolio in Q2 2026, its #49 holding.
SS&H Financial Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's NextEra Energy position peaked at $2.57M in Q1 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.