Twin Peaks Wealth Advisors’s NextEra Energy NEE Stock Holding History

Twin Peaks Wealth 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	-1,991	Closed	-$185K	–	1483
2026 Q1	$185K	Buy	+1,991	New	+$177K	0.05%	196
2025 Q3	–	Sell	-1,427	Closed	-$103K	–	1409
2025 Q2	$103K	Buy	+1,427	New	+$99.1K	0.03%	235

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

Twin Peaks Wealth Advisors's NEE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,991 shares — an estimated $185K sold.

Twin Peaks Wealth Advisors first reported a position in NEE in Q2 2025 and held it in 2 quarters. The position peaked at $185K in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,991 NextEra Energy shares in Q2 2026, an estimated $185K.
Twin Peaks Wealth Advisors first reported a position in NextEra Energy in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's NextEra Energy position peaked at $185K in Q1 2026.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.