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Tobias Financial Advisors’s NextEra Energy NEE Stock Holding History

Tobias Financial 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 		$419K Sell
4,772
-56
-1% -$5.07K 0.05% 96
2026
Q1 		$448K Buy
4,828
+3
+0.1% +$267 0.06% 92
2025
Q4 		$387K Buy
4,825
+1,325
+38% +$110K 0.05% 96
2025
Q3 		$264K Buy
3,500
+180
+5% +$13.2K 0.04% 108
2025
Q2 		$230K Sell
3,320
-169
-5% -$11.7K 0.04% 111
2025
Q1 		$247K Sell
3,489
-8
-0.2% -$565 0.05% 96
2024
Q4 		$251K Buy
+3,497
New +$272K 0.05% 95
2023
Q3 		– Sell
-3,160
Closed -$234K – 95
2023
Q2 		$234K Buy
3,160
+3
+0.1% +$227 0.06% 84
2023
Q1 		$243K Sell
3,157
-1,335
-30% -$103K 0.07% 74
2022
Q4 		$376K Buy
4,492
+2
+0% +$162 0.12% 66
2022
Q3 		$352K Buy
4,490
+2
+0% +$170 0.12% 66
2022
Q2 		$348K Sell
4,488
-7
-0.2% -$533 0.12% 64
2022
Q1 		$381K Buy
+4,495
New +$360K 0.13% 56
2021
Q4 		– Sell
-4,481
Closed -$352K – 100
2021
Q3 		$352K Buy
4,481
+1
+0% +$81 0.13% 54
2021
Q2 		$328K Buy
4,480
+19
+0.4% +$1.43K 0.13% 56
2021
Q1 		$337K Buy
4,461
+2
+0% +$156 0.14% 54
2020
Q4 		$344K Sell
4,459
-697
-14% -$52.1K 0.16% 51
2020
Q3 		$358K Sell
5,156
-32
-0.6% -$2.21K 0.2% 52
2020
Q2 		$311K Buy
5,188
+96
+2% +$5.75K 0.18% 50
2020
Q1 		$306K Buy
5,092
+4
+0.1% +$251 0.22% 41
2019
Q4 		$308K Buy
+5,088
New +$297K 0.2% 42

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's NEE Position: Q2 2026 in Review

Tobias Financial Advisors reduced its NextEra Energy (NEE) stake by 1.2% in Q2 2026, selling an estimated $5.07K and leaving 4,772 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #96.

Tobias Financial Advisors first reported a position in NEE in Q4 2019 and has held it in 21 quarters since. The position peaked at $448K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Tobias Financial Advisors held 4,772 shares of NextEra Energy worth $419K as of Q2 2026.
  • Tobias Financial Advisors sold 56 NextEra Energy shares in Q2 2026, an estimated $5.07K.
  • NextEra Energy made up 0.05% of Tobias Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Tobias Financial Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 21 quarters since.
  • Tobias Financial Advisors's NextEra Energy position peaked at $448K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.