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TS Financial Group (TSFG)’s NextEra Energy NEE Stock Holding History

TS Financial Group (TSFG)’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 		$115K Sell
1,306
-1,498
-53% -$136K 0.01% 263
2026
Q1 		$260K Buy
2,804
+1,501
+115% +$133K 0.04% 157
2025
Q4 		$105K Sell
1,303
-20
-2% -$1.66K 0.02% 243
2025
Q3 		$100K Buy
1,323
+24
+2% +$1.75K 0.02% 250
2025
Q2 		$90K Buy
1,299
+2
+0.2% +$139 0.02% 256
2025
Q1 		$92K Buy
1,297
+221
+21% +$15.6K 0.02% 235
2024
Q4 		$77K Buy
1,076
+2
+0.2% +$155 0.02% 244
2024
Q3 		$91K Buy
1,074
+1
+0.1% +$78 0.02% 225
2024
Q2 		$76K Buy
1,073
+3
+0.3% +$213 0.02% 232
2024
Q1 		$68K Sell
1,070
-727
-40% -$42.6K 0.02% 243
2023
Q4 		$109K Sell
1,797
-153
-8% -$8.72K 0.03% 195
2023
Q3 		$112K Buy
1,950
+5
+0.3% +$346 0.04% 183
2023
Q2 		$144K Sell
1,945
-52
-3% -$3.94K 0.05% 153
2023
Q1 		$154K Buy
1,997
+5
+0.3% +$385 0.06% 150
2022
Q4 		$167K Sell
1,992
-116
-6% -$9.37K 0.07% 148
2022
Q3 		$165K Sell
2,108
-33
-2% -$2.8K 0.08% 126
2022
Q2 		$166K Buy
2,141
+42
+2% +$3.2K 0.07% 129
2022
Q1 		$178K Sell
2,099
-130
-6% -$10.4K 0.06% 137
2021
Q4 		$208K Buy
2,229
+828
+59% +$71.6K 0.07% 124
2021
Q3 		$110K Buy
1,401
+5
+0.4% +$403 0.04% 197
2021
Q2 		$102K Buy
1,396
+32
+2% +$2.4K 0.04% 209
2021
Q1 		$103K Buy
1,364
+232
+20% +$18.1K 0.05% 167
2020
Q4 		$87K Buy
1,132
+184
+19% +$13.8K 0.05% 181
2020
Q3 		$66K Hold
948
– – 0.04% 188
2020
Q2 		$57K Sell
948
-200
-17% -$12K 0.04% 209
2020
Q1 		$69K Buy
1,148
+4
+0.3% +$251 0.06% 155
2019
Q4 		$69K Buy
1,144
+964
+536% +$56.3K 0.05% 188
2019
Q3 		$11K Buy
180
+80
+80% +$4.33K 0.01% 399
2019
Q2 		$5K Hold
100
– – ﹤0.01% 504
2019
Q1 		$5K Buy
+100
New +$4.57K ﹤0.01% 482

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TS Financial Group (TSFG)'s NEE Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its NextEra Energy (NEE) stake by 53% in Q2 2026, selling an estimated $136K and leaving 1,306 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #263.

TS Financial Group (TSFG) first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $260K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TS Financial Group (TSFG) held 1,306 shares of NextEra Energy worth $115K as of Q2 2026.
  • TS Financial Group (TSFG) sold 1,498 NextEra Energy shares in Q2 2026, an estimated $136K.
  • NextEra Energy made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #263 holding.
  • TS Financial Group (TSFG) first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s NextEra Energy position peaked at $260K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.