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Taylor & Morgan Wealth Management’s NextEra Energy NEE Stock Holding History

Taylor & Morgan 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 		$483K Sell
5,497
-755
-12% -$68.3K 0.24% 55
2026
Q1 		$581K Buy
6,252
+21
+0.3% +$1.87K 0.33% 46
2025
Q4 		$500K Sell
6,231
-478
-7% -$39.6K 0.28% 52
2025
Q3 		$506K Sell
6,709
-421
-6% -$30.8K 0.31% 43
2025
Q2 		$495K Sell
7,130
-255
-3% -$17.7K 0.33% 41
2025
Q1 		$523K Sell
7,385
-226
-3% -$16K 0.39% 41
2024
Q4 		$546K Sell
7,611
-133
-2% -$10.3K 0.38% 40
2024
Q3 		$655K Buy
7,744
+126
+2% +$9.83K 0.44% 33
2024
Q2 		$539K Sell
7,618
-1,995
-21% -$142K 0.38% 38
2024
Q1 		$614K Sell
9,613
-1,837
-16% -$108K 0.45% 32
2023
Q4 		$695K Sell
11,450
-511
-4% -$29.1K 0.55% 28
2023
Q3 		$685K Sell
11,961
-624
-5% -$43.2K 0.62% 25
2023
Q2 		$934K Sell
12,585
-3,675
-23% -$278K 0.77% 24
2023
Q1 		$1.25M Sell
16,260
-2,803
-15% -$216K 1.09% 21
2022
Q4 		$1.59M Sell
19,063
-1,586
-8% -$128K 1.5% 14
2022
Q3 		$1.62M Sell
20,649
-1,346
-6% -$114K 1.61% 14
2022
Q2 		$1.7M Buy
21,995
+439
+2% +$33.4K 1.62% 14
2022
Q1 		$1.83M Sell
21,556
-503
-2% -$40.3K 1.49% 16
2021
Q4 		$2.06M Buy
+22,059
New +$1.91M 1.67% 15

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Taylor & Morgan Wealth Management's NEE Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $68.3K and leaving 5,497 shares worth $483K. The position accounts for 0.24% of the portfolio, ranked #55.

Taylor & Morgan Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Taylor & Morgan Wealth Management held 5,497 shares of NextEra Energy worth $483K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 755 NextEra Energy shares in Q2 2026, an estimated $68.3K.
  • NextEra Energy made up 0.24% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Taylor & Morgan Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's NextEra Energy position peaked at $2.06M in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.