Swisher Financial Concepts’s NextEra Energy NEE Stock Holding History

Swisher Financial Concepts’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	$155K	Sell	1,765 -2,968	-63%	-$268K	0.1%	76
2026 Q1	$440K	Buy	4,733 +63	+1%	+$5.6K	0.25%	56
2025 Q4	$375K	Hold	4,670	–	–	0.21%	60
2025 Q3	$353K	Sell	4,670 -116	-2%	-$8.48K	0.21%	60
2025 Q2	$332K	Sell	4,786 -76	-2%	-$5.28K	0.21%	63
2025 Q1	$345K	Buy	4,862 +76	+2%	+$5.36K	0.28%	51
2024 Q4	$343K	Sell	4,786 -38	-0.8%	-$2.95K	0.4%	40
2024 Q3	$413K	Hold	4,824	–	–	0.26%	60
2024 Q2	$340K	Sell	4,824 -150	-3%	-$10.6K	0.34%	50
2024 Q1	$318K	Hold	4,974	–	–	0.28%	55
2023 Q4	$301K	Buy	+4,974	New	+$283K	0.29%	58

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 $3.38T AUM 44.17% 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

Swisher Financial Concepts's NEE Position: Q2 2026 in Review

Swisher Financial Concepts reduced its NextEra Energy (NEE) stake by 63% in Q2 2026, selling an estimated $268K and leaving 1,765 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #76.

Swisher Financial Concepts first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Swisher Financial Concepts held 1,765 shares of NextEra Energy worth $155K as of Q2 2026.
Swisher Financial Concepts sold 2,968 NextEra Energy shares in Q2 2026, an estimated $268K.
NextEra Energy made up 0.1% of Swisher Financial Concepts's portfolio in Q2 2026, its #76 holding.
Swisher Financial Concepts first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's NextEra Energy position peaked at $440K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.