Strategies Wealth Advisors’s NextEra Energy NEE Stock Holding History

Strategies Wealth 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	$1.41M	Sell	16,109 -341	-2%	-$30.8K	0.13%	69
2026 Q1	$1.53M	Sell	16,450 -2,705	-14%	-$240K	0.15%	47
2025 Q4	$1.54M	Buy	19,155 +3,531	+23%	+$292K	0.15%	46
2025 Q3	$1.18M	Buy	15,624 +4,121	+36%	+$301K	0.12%	54
2025 Q2	$799K	Buy	11,503 +6,825	+146%	+$474K	0.09%	68
2025 Q1	$332K	Buy	+4,678	New	+$330K	0.04%	130

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

Strategies Wealth Advisors's NEE Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its NextEra Energy (NEE) stake by 2.1% in Q2 2026, selling an estimated $30.8K and leaving 16,109 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #69.

Strategies Wealth Advisors first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 3,047 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Strategies Wealth Advisors held 16,109 shares of NextEra Energy worth $1.41M as of Q2 2026.
Strategies Wealth Advisors sold 341 NextEra Energy shares in Q2 2026, an estimated $30.8K.
NextEra Energy made up 0.13% of Strategies Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Strategies Wealth Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Strategies Wealth Advisors's NextEra Energy position peaked at $1.54M in Q4 2025.
3,047 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.