Strategic Wealth Investment Group’s NextEra Energy NEE Stock Holding History

Strategic Wealth Investment 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	$12.5M	Buy	+142,330	New	+$12.9M	1.51%	21

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Strategic Wealth Investment Group's NEE Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in NextEra Energy (NEE) in Q2 2026: 142,330 shares worth $12.5M. The stake represents 1.51% of the portfolio and ranks #21 among its holdings.

1,994 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Strategic Wealth Investment Group held 142,330 shares of NextEra Energy worth $12.5M as of Q2 2026.
NextEra Energy was a new Strategic Wealth Investment Group position in Q2 2026.
NextEra Energy made up 1.51% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #21 holding.
1,994 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.