Tanager Wealth Management’s NextEra Energy NEE Stock Holding History

Tanager Wealth Management’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	$445K	Buy	5,070 +226	+5%	+$20.4K	0.04%	101
2026 Q1	$449K	Buy	4,844 +25	+0.5%	+$2.22K	0.04%	89
2025 Q4	$387K	Sell	4,819 -20	-0.4%	-$1.66K	0.04%	94
2025 Q3	$366K	Buy	4,839 +1,543	+47%	+$113K	0.04%	93
2025 Q2	$233K	Sell	3,296 -360	-10%	-$25K	0.03%	107
2025 Q1	$259K	Buy	3,656 +266	+8%	+$18.8K	0.03%	102
2024 Q4	$242K	Buy	3,390 +209	+7%	+$16.2K	0.03%	104
2024 Q3	$270K	Sell	3,181 -90	-3%	-$7.02K	0.04%	90
2024 Q2	$232K	Buy	+3,271	New	+$232K	0.03%	85
2023 Q3	–	Sell	-2,973	Closed	-$221K	–	80
2023 Q2	$221K	Buy	2,973 +80	+3%	+$6.06K	0.05%	78
2023 Q1	$223K	Sell	2,893 -34	-1%	-$2.62K	0.05%	68
2022 Q4	$245K	Buy	2,927 +127	+5%	+$10.3K	0.07%	64
2022 Q3	$220K	Hold	2,800	–	–	0.17%	42
2022 Q2	$217K	Hold	2,800	–	–	0.18%	39
2022 Q1	$237K	Hold	2,800	–	–	0.18%	35
2021 Q4	$261K	Buy	+2,800	New	+$242K	0.2%	37

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Tanager Wealth Management's NEE Position: Q2 2026 in Review

Tanager Wealth Management increased its NextEra Energy (NEE) stake by 4.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 5,070 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #101.

Tanager Wealth Management first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. The position peaked at $449K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tanager Wealth Management held 5,070 shares of NextEra Energy worth $445K as of Q2 2026.
Tanager Wealth Management bought 226 NextEra Energy shares in Q2 2026, an estimated $20.4K.
NextEra Energy made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #101 holding.
Tanager Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
Tanager Wealth Management's NextEra Energy position peaked at $449K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.