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Sunrise Financial Services’s NextEra Energy NEE Stock Holding History

Sunrise Financial Services’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 		$13.5K Sell
154
-51
-25% -$4.61K 0.01% 215
2026
Q1 		$19K Buy
205
+51
+33% +$4.53K 0.01% 185
2025
Q4 		$12.4K Buy
+154
New +$12.8K 0.01% 195

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

Sunrise Financial Services's NEE Position: Q2 2026 in Review

Sunrise Financial Services reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $4.61K and leaving 154 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Sunrise Financial Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sunrise Financial Services held 154 shares of NextEra Energy worth $13.5K as of Q2 2026.
  • Sunrise Financial Services sold 51 NextEra Energy shares in Q2 2026, an estimated $4.61K.
  • NextEra Energy made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #215 holding.
  • Sunrise Financial Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's NextEra Energy position peaked at $19K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.