Strategic Financial Concepts’s NextEra Energy NEE Stock Holding History

Strategic Financial Concepts’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	–	Sell	-2,415	Closed	-$224K	–	285
2026 Q1	$224K	Buy	+2,415	New	+$215K	0.06%	265
2025 Q2	–	Sell	-3,129	Closed	-$222K	–	337
2025 Q1	$222K	Buy	3,129 +297	+10%	+$21K	0.04%	302
2024 Q4	$203K	Buy	+2,832	New	+$220K	0.04%	314
2024 Q3	–	Sell	-69,981	Closed	-$144K	–	537
2024 Q2	$144K	Buy	+69,981	New	+$4.97M	0.08%	151

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 Financial Concepts's NEE Position: Q2 2026 in Review

Strategic Financial Concepts sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,415 shares — an estimated $224K sold.

Strategic Financial Concepts first reported a position in NEE in Q2 2024 and held it in 4 quarters. The position peaked at $224K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Strategic Financial Concepts reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 2,415 NextEra Energy shares in Q2 2026, an estimated $224K.
Strategic Financial Concepts first reported a position in NextEra Energy in Q2 2024 and held it in 4 quarters.
Strategic Financial Concepts's NextEra Energy position peaked at $224K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.