Strategic Family Wealth Counselors’s NextEra Energy NEE Stock Holding History

Strategic Family Wealth Counselors’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	$265K	Hold	3,020	–	–	0.06%	155
2026 Q1	$280K	Sell	3,020 -1,743	-37%	-$155K	0.07%	137
2025 Q4	$398K	Buy	4,763 +1,743	+58%	+$144K	0.09%	141
2025 Q3	$228K	Buy	3,020 +10	+0.3%	+$731	0.06%	138
2025 Q2	$209K	Buy	3,010 +3	+0.1%	+$208	0.06%	137
2025 Q1	$213K	Buy	3,007 +185	+7%	+$13.1K	0.07%	130
2024 Q4	$202K	Buy	+2,822	New	+$219K	0.07%	132

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

Strategic Family Wealth Counselors's NEE Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,020 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #155.

Strategic Family Wealth Counselors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Strategic Family Wealth Counselors held 3,020 shares of NextEra Energy worth $265K as of Q2 2026.
Strategic Family Wealth Counselors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #155 holding.
Strategic Family Wealth Counselors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Strategic Family Wealth Counselors's NextEra Energy position peaked at $398K in Q4 2025.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.