Sunburst Financial Group’s NextEra Energy NEE Stock Holding History

Sunburst Financial 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	–	Sell	-2,499	Closed	-$232K	–	139
2026 Q1	$232K	Sell	2,499 -91	-4%	-$8.09K	0.04%	117
2025 Q4	$208K	Buy	+2,590	New	+$215K	0.04%	122
2025 Q1	–	Sell	-3,206	Closed	-$230K	–	114
2024 Q4	$230K	Sell	3,206 -450	-12%	-$35K	0.06%	100
2024 Q3	$309K	Hold	3,656	–	–	0.08%	89
2024 Q2	$259K	Sell	3,656 -2	-0.1%	-$142	0.07%	92
2024 Q1	$232K	Buy	+3,658	New	+$214K	0.07%	95

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

Sunburst Financial Group's NEE Position: Q2 2026 in Review

Sunburst Financial Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,499 shares — an estimated $232K sold.

Sunburst Financial Group first reported a position in NEE in Q1 2024 and held it in 6 quarters. The position peaked at $309K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sunburst Financial Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Sunburst Financial Group sold 2,499 NextEra Energy shares in Q2 2026, an estimated $232K.
Sunburst Financial Group first reported a position in NextEra Energy in Q1 2024 and held it in 6 quarters.
Sunburst Financial Group's NextEra Energy position peaked at $309K in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.