Tanglewood Legacy Advisors’s NextEra Energy NEE Stock Holding History

Tanglewood Legacy 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	$685K	Hold	7,800	–	–	0.22%	60
2026 Q1	$724K	Hold	7,800	–	–	0.26%	56
2025 Q4	$626K	Hold	7,800	–	–	0.24%	58
2025 Q3	$589K	Hold	7,800	–	–	0.23%	60
2025 Q2	$541K	Hold	7,800	–	–	0.22%	61
2025 Q1	$553K	Hold	7,800	–	–	0.24%	53
2024 Q4	$559K	Hold	7,800	–	–	0.24%	54
2024 Q3	$659K	Hold	7,800	–	–	0.29%	48
2024 Q2	$552K	Hold	7,800	–	–	0.26%	48
2024 Q1	$498K	Hold	7,800	–	–	0.25%	52
2023 Q4	$474K	Hold	7,800	–	–	0.26%	53
2023 Q3	$447K	Hold	7,800	–	–	0.27%	53
2023 Q2	$579K	Hold	7,800	–	–	0.33%	44
2023 Q1	$601K	Hold	7,800	–	–	0.38%	39
2022 Q4	$652K	Buy	+7,800	New	+$630K	0.46%	30

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 $3.37T AUM 44.26% 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

Tanglewood Legacy Advisors's NEE Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 7,800 shares worth $685K. The position accounts for 0.22% of the portfolio, ranked #60.

Tanglewood Legacy Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tanglewood Legacy Advisors held 7,800 shares of NextEra Energy worth $685K as of Q2 2026.
Tanglewood Legacy Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.22% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #60 holding.
Tanglewood Legacy Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's NextEra Energy position peaked at $724K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.