TWD
NEE icon

True Wealth Design’s NextEra Energy NEE Stock Holding History

True Wealth Design’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 		$414K Sell
4,714
-131
-3% -$11.8K 0.1% 48
2026
Q1 		$450K Buy
4,845
+4,229
+687% +$376K 0.12% 38
2025
Q4 		$49.5K Sell
616
-9
-1% -$745 0.01% 336
2025
Q3 		$47.2K Sell
625
-12
-2% -$877 0.01% 327
2025
Q2 		$44.2K Buy
637
+25
+4% +$1.74K 0.02% 219
2025
Q1 		$43.4K Buy
612
+36
+6% +$2.54K 0.02% 212
2024
Q4 		$41.3K Buy
576
+25
+5% +$1.94K 0.02% 203
2024
Q3 		$46.6K Buy
551
+3
+0.5% +$234 0.02% 154
2024
Q2 		$38.8K Buy
548
+7
+1% +$497 0.01% 178
2024
Q1 		$34.6K Buy
541
+13
+2% +$762 0.01% 181
2023
Q4 		$32.1K Buy
528
+104
+25% +$5.93K 0.01% 177
2023
Q3 		$24.3K Sell
424
-128
-23% -$8.86K 0.01% 171
2023
Q2 		$41K Sell
552
-22
-4% -$1.67K 0.02% 159
2023
Q1 		$44.2K Buy
574
+554
+2,770% +$42.6K 0.02% 164
2022
Q4 		$1.67K Buy
+20
New +$1.62K ﹤0.01% 305

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

True Wealth Design's NEE Position: Q2 2026 in Review

True Wealth Design reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2026, selling an estimated $11.8K and leaving 4,714 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #48.

True Wealth Design first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $450K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • True Wealth Design held 4,714 shares of NextEra Energy worth $414K as of Q2 2026.
  • True Wealth Design sold 131 NextEra Energy shares in Q2 2026, an estimated $11.8K.
  • NextEra Energy made up 0.1% of True Wealth Design's portfolio in Q2 2026, its #48 holding.
  • True Wealth Design first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's NextEra Energy position peaked at $450K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.