Tounjian Advisory Partners’s NextEra Energy NEE Stock Holding History

Tounjian Advisory Partners’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	$31.5K	Sell	359 -8,643	-96%	-$782K	0.01%	257
2026 Q1	$836K	Buy	9,002 +920	+11%	+$81.8K	0.3%	110
2025 Q4	$649K	Sell	8,082 -84	-1%	-$6.96K	0.22%	122
2025 Q3	$617K	Sell	8,166 -6,514	-44%	-$476K	0.21%	121
2025 Q2	$1.04M	Sell	14,680 -108	-0.7%	-$7.5K	0.2%	132
2025 Q1	$1.05M	Buy	+14,788	New	+$1.04M	0.2%	132

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 $3.38T AUM 44.17% 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

Tounjian Advisory Partners's NEE Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its NextEra Energy (NEE) stake by 96% in Q2 2026, selling an estimated $782K and leaving 359 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #257.

Tounjian Advisory Partners first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q1 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tounjian Advisory Partners held 359 shares of NextEra Energy worth $31.5K as of Q2 2026.
Tounjian Advisory Partners sold 8,643 NextEra Energy shares in Q2 2026, an estimated $782K.
NextEra Energy made up 0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #257 holding.
Tounjian Advisory Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's NextEra Energy position peaked at $1.05M in Q1 2025.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.