SW
NEE icon

StrongBox Wealth’s NextEra Energy NEE Stock Holding History

StrongBox Wealth’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 		$6.72M Buy
76,548
+2,432
+3% +$220K 1.91% 20
2026
Q1 		$6.88M Sell
74,116
-981
-1% -$87.2K 2.2% 16
2025
Q4 		$6.03M Sell
75,097
-312
-0.4% -$25.8K 1.98% 18
2025
Q3 		$5.69M Buy
75,409
+4,354
+6% +$318K 1.93% 20
2025
Q2 		$4.93M Buy
71,055
+4,251
+6% +$295K 1.87% 19
2025
Q1 		$4.74M Buy
66,804
+4,471
+7% +$316K 1.97% 18
2024
Q4 		$4.47M Buy
62,333
+1,301
+2% +$101K 1.89% 19
2024
Q3 		$5.16M Buy
61,032
+1,186
+2% +$92.6K 2.21% 16
2024
Q2 		$4.24M Buy
59,846
+1,074
+2% +$76.2K 2% 18
2024
Q1 		$3.76M Buy
58,772
+3,213
+6% +$188K 1.98% 19
2023
Q4 		$3.37M Buy
55,559
+11,500
+26% +$655K 1.97% 21
2023
Q3 		$2.52M Buy
44,059
+8,941
+25% +$619K 1.61% 23
2023
Q2 		$2.61M Buy
35,118
+3,456
+11% +$262K 1.64% 24
2023
Q1 		$2.44M Buy
31,662
+3,176
+11% +$244K 1.64% 20
2022
Q4 		$2.38M Sell
28,486
-3,073
-10% -$248K 1.68% 24
2022
Q3 		$2.48M Sell
31,559
-15,441
-33% -$1.31M 1.79% 22
2022
Q2 		$3.64M Buy
47,000
+1,013
+2% +$77.1K 2.35% 13
2022
Q1 		$3.9M Buy
45,987
+4,618
+11% +$370K 2.22% 13
2021
Q4 		$3.86M Buy
41,369
+2,516
+6% +$217K 1.93% 17
2021
Q3 		$3.05M Buy
38,853
+917
+2% +$74K 1.71% 18
2021
Q2 		$2.78M Buy
37,936
+4,301
+13% +$323K 1.59% 20
2021
Q1 		$2.54M Buy
33,635
+6,886
+26% +$537K 1.58% 22
2020
Q4 		$2.06M Buy
26,749
+1,217
+5% +$91K 1.34% 25
2020
Q3 		$1.77M Buy
25,532
+3,652
+17% +$252K 1.3% 27
2020
Q2 		$1.31M Buy
21,880
+8,348
+62% +$500K 1.2% 27
2020
Q1 		$814K Buy
+13,532
New +$851K 0.92% 35

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

StrongBox Wealth's NEE Position: Q2 2026 in Review

StrongBox Wealth increased its NextEra Energy (NEE) stake by 3.3% in Q2 2026, buying an estimated $220K and bringing the position to 76,548 shares worth $6.72M. The position accounts for 1.91% of the portfolio, ranked #20.

StrongBox Wealth first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.88M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • StrongBox Wealth held 76,548 shares of NextEra Energy worth $6.72M as of Q2 2026.
  • StrongBox Wealth bought 2,432 NextEra Energy shares in Q2 2026, an estimated $220K.
  • NextEra Energy made up 1.91% of StrongBox Wealth's portfolio in Q2 2026, its #20 holding.
  • StrongBox Wealth first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's NextEra Energy position peaked at $6.88M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.