Trek Financial’s NextEra Energy NEE Stock Holding History

Trek Financial’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	$239K	Sell	2,723 -1,016	-27%	-$91.9K	0.01%	455
2026 Q1	$347K	Sell	3,739 -844	-18%	-$75K	0.02%	353
2025 Q4	$368K	Buy	4,583 +152	+3%	+$12.6K	0.02%	336
2025 Q3	$334K	Buy	4,431 +148	+3%	+$10.8K	0.02%	335
2025 Q2	$297K	Buy	+4,283	New	+$298K	0.02%	346
2021 Q3	–	Sell	-3,097	Closed	-$227K	–	243
2021 Q2	$227K	Buy	+3,097	New	+$232K	0.02%	191

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

Trek Financial's NEE Position: Q2 2026 in Review

Trek Financial reduced its NextEra Energy (NEE) stake by 27% in Q2 2026, selling an estimated $91.9K and leaving 2,723 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #455.

Trek Financial first reported a position in NEE in Q2 2021 and has held it in 6 quarters since. The position peaked at $368K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trek Financial held 2,723 shares of NextEra Energy worth $239K as of Q2 2026.
Trek Financial sold 1,016 NextEra Energy shares in Q2 2026, an estimated $91.9K.
NextEra Energy made up 0.01% of Trek Financial's portfolio in Q2 2026, its #455 holding.
Trek Financial first reported a position in NextEra Energy in Q2 2021 and has held it in 6 quarters since.
Trek Financial's NextEra Energy position peaked at $368K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.