Treasure Coast Financial Planning’s NextEra Energy NEE Stock Holding History

Treasure Coast Financial Planning’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	–	Sell	-2,200	Closed	-$204K	–	52
2026 Q1	$204K	Buy	+2,200	New	+$196K	0.11%	46
2023 Q1	–	Sell	-2,459	Closed	-$206K	–	40
2022 Q4	$206K	Sell	2,459 -135	-5%	-$10.9K	0.15%	38
2022 Q3	$203K	Hold	2,594	–	–	0.16%	30
2022 Q2	$201K	Buy	+2,594	New	+$197K	0.16%	31

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

Treasure Coast Financial Planning's NEE Position: Q2 2026 in Review

Treasure Coast Financial Planning sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,200 shares — an estimated $204K sold.

Treasure Coast Financial Planning first reported a position in NEE in Q2 2022 and held it in 4 quarters. The position peaked at $206K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Treasure Coast Financial Planning reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Treasure Coast Financial Planning sold 2,200 NextEra Energy shares in Q2 2026, an estimated $204K.
Treasure Coast Financial Planning first reported a position in NextEra Energy in Q2 2022 and held it in 4 quarters.
Treasure Coast Financial Planning's NextEra Energy position peaked at $206K in Q4 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.