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Talisman Wealth Advisors’s NextEra Energy NEE Stock Holding History

Talisman Wealth 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 		$1.07M Sell
12,237
-226
-2% -$20.4K 0.8% 34
2026
Q1 		$1.16M Sell
12,463
-312
-2% -$27.7K 0.93% 31
2025
Q4 		$1.03M Sell
12,775
-652
-5% -$54K 0.8% 35
2025
Q3 		$1.01M Sell
13,427
-33
-0.2% -$2.41K 0.84% 31
2025
Q2 		$934K Sell
13,460
-8
-0.1% -$556 0.85% 31
2025
Q1 		$955K Sell
13,468
-316
-2% -$22.3K 0.98% 26
2024
Q4 		$988K Sell
13,784
-298
-2% -$23.1K 1.05% 25
2024
Q3 		$1.19M Sell
14,082
-66
-0.5% -$5.15K 1.25% 21
2024
Q2 		$1M Buy
14,148
+208
+1% +$14.8K 1.16% 23
2024
Q1 		$891K Buy
13,940
+183
+1% +$10.7K 1.12% 25
2023
Q4 		$836K Sell
13,757
-61
-0.4% -$3.48K 1.24% 22
2023
Q3 		$792K Sell
13,818
-443
-3% -$30.7K 1.37% 21
2023
Q2 		$1.06M Buy
14,261
+76
+0.5% +$5.75K 1.81% 17
2023
Q1 		$1.09M Buy
14,185
+552
+4% +$42.5K 1.98% 13
2022
Q4 		$1.14M Buy
+13,633
New +$1.1M 2.42% 12

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

Talisman Wealth Advisors's NEE Position: Q2 2026 in Review

Talisman Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $20.4K and leaving 12,237 shares worth $1.07M. The position accounts for 0.8% of the portfolio, ranked #34.

Talisman Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Talisman Wealth Advisors held 12,237 shares of NextEra Energy worth $1.07M as of Q2 2026.
  • Talisman Wealth Advisors sold 226 NextEra Energy shares in Q2 2026, an estimated $20.4K.
  • NextEra Energy made up 0.8% of Talisman Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Talisman Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's NextEra Energy position peaked at $1.19M in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.