True Link Financial Advisors’s NextEra Energy NEE Stock Holding History

True Link 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	–	Sell	-1,910	Closed	-$177K	–	289
2026 Q1	$177K	Buy	+1,910	New	+$170K	0.01%	105
2022 Q1	–	Sell	-260	Closed	-$24K	–	224
2021 Q4	$24K	Hold	260	–	–	﹤0.01%	553
2021 Q3	$20K	Hold	260	–	–	﹤0.01%	565
2021 Q2	$19K	Buy	260 +124	+91%	+$9.31K	﹤0.01%	513
2021 Q1	$10K	Hold	136	–	–	﹤0.01%	610
2020 Q4	$10K	Buy	+136	New	+$10.2K	﹤0.01%	637

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

True Link Financial Advisors's NEE Position: Q2 2026 in Review

True Link Financial Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,910 shares — an estimated $177K sold.

True Link Financial Advisors first reported a position in NEE in Q4 2020 and held it in 6 quarters. The position peaked at $177K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

True Link Financial Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,910 NextEra Energy shares in Q2 2026, an estimated $177K.
True Link Financial Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's NextEra Energy position peaked at $177K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.