Tactive Advisors’s NextEra Energy NEE Stock Holding History

Tactive 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	$396K	Buy	4,510 +27	+0.6%	+$2.44K	0.1%	178
2026 Q1	$416K	Hold	4,483	–	–	0.12%	160
2025 Q4	$360K	Sell	4,483 -195	-4%	-$16.2K	0.11%	176
2025 Q3	$353K	Buy	4,678 +62	+1%	+$4.53K	0.1%	182
2025 Q2	$320K	Buy	+4,616	New	+$321K	0.1%	167
2023 Q1	–	Sell	-2,403	Closed	-$201K	–	60
2022 Q4	$201K	Buy	+2,403	New	+$194K	0.13%	40

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Tactive Advisors's NEE Position: Q2 2026 in Review

Tactive Advisors increased its NextEra Energy (NEE) stake by 0.6% in Q2 2026, buying an estimated $2.44K and bringing the position to 4,510 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #178.

Tactive Advisors first reported a position in NEE in Q4 2022 and has held it in 6 quarters since. The position peaked at $416K in Q1 2026. 508 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tactive Advisors held 4,510 shares of NextEra Energy worth $396K as of Q2 2026.
Tactive Advisors bought 27 NextEra Energy shares in Q2 2026, an estimated $2.44K.
NextEra Energy made up 0.1% of Tactive Advisors's portfolio in Q2 2026, its #178 holding.
Tactive Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 6 quarters since.
Tactive Advisors's NextEra Energy position peaked at $416K in Q1 2026.
508 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.